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

Oakwell Private Wealth Management, LLC

  • $329 Million
  • Q1 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 27,455 shares of SPTM stock, worth $1.84 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
27,455
Previous 27,826 1.33%
Holding current value
$1.84 Million
Previous $1.63 Million 8.3%
% of portfolio
0.54%
Previous 0.57%

Shares

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

Apr 25, 2024
SELL
$57.38 - $64.15 $21,287 - $23,799
-371 Reduced 1.33%
27,455 $1.76 Million
Q4 2023

Feb 05, 2024
SELL
$50.31 - $58.65 $15,394 - $17,946
-306 Reduced 1.09%
27,826 $1.63 Million
Q2 2023

Jul 26, 2023
SELL
$49.75 - $54.44 $102,932 - $112,636
-2,069 Reduced 6.85%
28,132 $1.53 Million
Q1 2023

May 04, 2023
SELL
$46.97 - $51.65 $11,178 - $12,292
-238 Reduced 0.78%
30,201 $1.52 Million
Q4 2022

Feb 01, 2023
SELL
$46.29 - $50.41 $573,718 - $624,781
-12,394 Reduced 28.94%
30,439 $1.44 Million
Q3 2022

Oct 27, 2022
BUY
N/A
11,265 Added 35.68%
42,833 $1.89 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-11,536 Reduced 26.76%
31,568 $1.47 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-1,390 Reduced 3.12%
43,104 $2.52 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-6,282 Reduced 12.37%
44,494 $2.36 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-8,153 Reduced 13.84%
50,776 $2.69 Million
Q1 2021

Apr 21, 2021
SELL
N/A
-1,207 Reduced 2.01%
58,929 $2.9 Million
Q4 2020

Feb 10, 2021
BUY
N/A
60,136 New
60,136 $2.77 Million

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 Oakwell Private Wealth Management, LLC Portfolio

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

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email