Mount Yale Investment Advisors, LLC Ssga Active Trust Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 12,957 shares of SRLN stock, worth $539,788. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,957
Previous 32,318 59.91%
Holding current value
$539,788
Previous $1.35 Million 59.93%
% of portfolio
0.05%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$40.93 - $41.85 $792,445 - $810,257
-19,361 Reduced 59.91%
12,957 $541,000
Q2 2024

Aug 13, 2024
BUY
$41.68 - $42.09 $261,416 - $263,988
6,272 Added 24.08%
32,318 $1.35 Million
Q1 2024

May 15, 2024
BUY
$41.64 - $42.11 $29,522 - $29,855
709 Added 2.8%
26,046 $1.1 Million
Q4 2023

Feb 12, 2024
BUY
$41.29 - $41.98 $235,972 - $239,915
5,715 Added 29.13%
25,337 $1.06 Million
Q3 2023

Oct 11, 2023
BUY
$41.52 - $42.12 $43,845 - $44,478
1,056 Added 5.69%
19,622 $822,000
Q2 2023

Aug 14, 2023
SELL
$40.84 - $41.87 $775 - $795
-19 Reduced 0.1%
18,566 $777,000
Q1 2023

May 11, 2023
BUY
$40.7 - $42.14 $424,623 - $439,646
10,433 Added 127.98%
18,585 $770,000
Q4 2022

Feb 13, 2023
SELL
$40.74 - $41.61 $56,384 - $57,588
-1,384 Reduced 14.51%
8,152 $333,000
Q3 2022

Nov 07, 2022
SELL
$40.87 - $43.45 $419,530 - $446,014
-10,265 Reduced 51.84%
9,536 $390,000
Q2 2022

Aug 02, 2022
SELL
$41.64 - $45.06 $369,180 - $399,501
-8,866 Reduced 30.93%
19,801 $825,000
Q1 2022

May 03, 2022
BUY
$43.97 - $45.84 $1.26 Million - $1.31 Million
28,667 New
28,667 $1.29 Million

Others Institutions Holding SRLN

# of Institutions
545
Shares Held
118M
Call Options Held
68.4K
Put Options Held
60.6K
View Full List

About SSGA ACTIVE TRUST

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