One Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

One Wealth Advisors, LLC

  • $472 Million
  • Q2 2024

A detailed history of One Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,799 shares of SPTM stock, worth $263,764. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,799
Previous 3,799 -0.0%
Holding current value
$263,764
Previous $243,000 3.7%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$50.31 - $58.65 $191,127 - $222,811
3,799 New
3,799 $222,000
Q4 2022

Feb 14, 2023
SELL
$44.09 - $50.41 $19,267 - $22,029
-437 Reduced 9.37%
4,227 $199,000
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $1,717 - $2,133
-38 Reduced 0.81%
4,664 $217,000
Q2 2021

Aug 16, 2021
BUY
$49.77 - $52.97 $234,018 - $249,064
4,702 New
4,702 $249,000

Others Institutions Holding SPTM

# of Institutions
607
Shares Held
84.8M
Call Options Held
11.1K
Put Options Held
0
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 One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, 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 One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email