Modera Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,642 shares of SPTM stock, worth $380,722. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,642
Previous 5,642 -0.0%
Holding current value
$380,722
Previous $329,000 9.73%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 30, 2023
BUY
$52.22 - $56.31 $294,625 - $317,701
5,642 New
5,642 $296,000
Q2 2023

Aug 07, 2023
BUY
$49.75 - $54.44 $280,888 - $307,368
5,646 New
5,646 $307,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.6M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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