A detailed history of Montag A & Associates Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Montag A & Associates Inc holds 1,246 shares of SPTM stock, worth $86,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,246
Previous 1,246 -0.0%
Holding current value
$86,970
Previous $79,000 3.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2024

BUY
$57.38 - $64.15 $20,083 - $22,452
350 Added 39.06%
1,246 $79,000
Q4 2022

Feb 02, 2023

BUY
$44.09 - $50.41 $39,504 - $45,167
896 New
896 $42,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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