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

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modern Wealth Management, LLC holds 560,111 shares of SPTM stock, worth $37.4 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
560,111
Previous 527,017 6.28%
Holding current value
$37.4 Million
Previous $30.8 Billion 16.04%
% of portfolio
3.22%
Previous 4.12%

Shares

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

May 13, 2024
BUY
$57.38 - $64.15 $1.9 Million - $2.12 Million
33,094 Added 6.28%
560,111 $35.7 Billion
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $26.5 Million - $30.9 Million
527,017 New
527,017 $30.8 Billion

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email