A detailed history of Mission Wealth Management, LP transactions in Tidal ETF Tr Sp Fds S&P 500 Sh stock. As of the latest transaction made, Mission Wealth Management, LP holds 40,165 shares of SPUS stock, worth $1.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
40,165
Previous 40,113 0.13%
Holding current value
$1.64 Million
Previous $1.37 Million 10.94%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$33.39 - $38.07 $1,736 - $1,979
52 Added 0.13%
40,165 $1.52 Million
Q4 2023

Feb 05, 2024

SELL
$29.56 - $34.31 $207,865 - $241,267
-7,032 Reduced 14.92%
40,113 $1.37 Million
Q3 2023

Oct 23, 2023

SELL
$30.67 - $33.18 $419,258 - $453,570
-13,670 Reduced 22.48%
47,145 $1.46 Million
Q2 2023

Aug 04, 2023

BUY
$28.5 - $32.23 $25,023 - $28,297
878 Added 1.46%
60,815 $1.96 Million
Q1 2023

Apr 07, 2023

BUY
$25.29 - $29.0 $278,721 - $319,609
11,021 Added 22.53%
59,937 $1.74 Million
Q4 2022

Feb 02, 2023

SELL
$24.7 - $27.53 $456,110 - $508,368
-18,466 Reduced 27.4%
48,916 $1.26 Million
Q3 2022

Oct 12, 2022

BUY
N/A
1,897 Added 2.9%
67,382 $1.65 Million
Q2 2022

Jul 27, 2022

BUY
N/A
40,688 Added 164.08%
65,485 $1.69 Million
Q1 2022

Apr 25, 2022

BUY
N/A
3,520 Added 16.54%
24,797 $774,000
Q4 2021

Feb 11, 2022

BUY
N/A
10,672 Added 100.63%
21,277 $717,000
Q3 2021

Nov 05, 2021

BUY
N/A
2,253 Added 26.98%
10,605 $310,000
Q2 2021

Aug 10, 2021

BUY
N/A
8,352 New
8,352 $240,000

Others Institutions Holding SPUS

About TIDAL ETF TR SP FDS S&P 500 SH


  • Ticker SPUS
  • Sector ETFs
  • Industry ETFs
More about SPUS
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.