Octavia Wealth Advisors, LLC Spdr Portfolio Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 143,730 shares of SPMD stock, worth $8.16 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
143,730
Previous 134,164 7.13%
Holding current value
$8.16 Million
Previous $7.34 Million 7.14%
% of portfolio
0.96%
Previous 0.91%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$54.13 - $59.56 $517,807 - $569,750
9,566 Added 7.13%
143,730 $7.86 Million
Q3 2024

Oct 10, 2024
BUY
$50.29 - $54.92 $1.15 Million - $1.26 Million
22,924 Added 20.61%
134,164 $7.34 Million
Q2 2024

Aug 01, 2024
BUY
$49.54 - $53.39 $1.25 Million - $1.35 Million
25,322 Added 29.47%
111,240 $5.71 Million
Q1 2024

Apr 15, 2024
BUY
$47.16 - $53.34 $3.49 Million - $3.95 Million
74,008 Added 621.39%
85,918 $4.58 Million
Q4 2023

Jan 30, 2024
BUY
$40.76 - $49.2 $485,451 - $585,972
11,910 New
11,910 $580,000
Q4 2022

Jan 19, 2023
BUY
$39.32 - $45.21 $222,865 - $256,250
5,668 New
5,668 $0

Others Institutions Holding SPMD

# of Institutions
659
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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