Pacific Capital Wealth Advisors, Inc Spdr Index Shs Fds S Spdr Port Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,418 shares of SPGM stock, worth $90,440. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,418
Previous 1,419 0.07%
Holding current value
$90,440
Previous $86,000 5.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024
SELL
$57.85 - $64.92 $57 - $64
-1 Reduced 0.07%
1,418 $91,000
Q4 2023

Feb 06, 2024
BUY
$48.07 - $55.48 $68,211 - $78,726
1,419 New
1,419 $78,000
Q4 2020

Feb 16, 2021
SELL
$42.03 - $49.28 $52,789 - $61,895
-1,256 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$39.86 - $45.37 $50,064 - $56,984
1,256 New
1,256 $54,000

Others Institutions Holding SPGM

# of Institutions
140
Shares Held
9.76M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email