Moulton Wealth Management, Inc Direxion Shs ETF Tr Daily S&P Transaction History
Moulton Wealth Management, Inc
- $132 Million
- Q2 2025
A detailed history of Moulton Wealth Management, Inc transactions in Direxion Shs ETF Tr Daily S&P stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 38,895 shares of SPDN stock, worth $401,007. This represents 0.3% of its overall portfolio holdings.
Number of Shares
38,895
Previous 455,097
91.45%
Holding current value
$401,007
Previous $5.3 Million
92.45%
% of portfolio
0.3%
Previous 4.06%
Shares
4 transactions
Others Institutions Holding SPDN
# of Institutions
68Shares Held
9.7MCall Options Held
8.2KPut Options Held
194K-
Leuthold Group, LLC1.9MShares$19.6 Million2.99% of portfolio
-
Envestnet Asset Management Inc1.43MShares$14.8 Million0.01% of portfolio
-
One Plus One Wealth Management, LLC1.08MShares$11.1 Million8.38% of portfolio
-
Legacy Capital Wealth Partners, LLC Little Rock, AR1.02MShares$10.5 Million2.7% of portfolio
-
Bison Wealth, LLC385KShares$3.97 Million1.11% of portfolio