Precedent Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History

Precedent Wealth Partners, LLC

$303 Billion
Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 66,140 shares of SPSM stock, worth $2.98 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

66,140

Previous 32,227 105.23%

Holding current value

$2.98 Million

Previous $1.34 Billion 124.9%

% of portfolio

0.99%

Previous 0.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$41.02 - $46.01 $1.39 Million - $1.56 Million	33,913 Added 105.23%	66,140 $3.01 Billion
Q2 2024 Jul 23, 2024	BUY	$39.75 - $43.15 $507,806 - $551,241	12,775 Added 65.67%	32,227 $1.34 Billion
Q1 2024 Apr 23, 2024	BUY	$39.85 - $43.04 $283,492 - $306,186	7,114 Added 57.66%	19,452 $837 Million
Q4 2023 Jan 18, 2024	BUY	$34.3 - $42.83 $423,193 - $528,436	12,338 New	12,338 $520 Million

Others Institutions Holding SPSM

# of Institutions

891

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History