Premier Path Wealth Partners, LLC SPDR INDEX SHS FDS Transaction History

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024
Number of Shares
42,260
Previous 39,922 5.86%
Holding current value
$2.41 Billion
Previous $2.51 Billion 3.92%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Jan 15, 2025
BUY
N/A
2,338 Added 5.86%
42,260 $2.41 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
4,693 Added 13.32%
39,922 $2.51 Billion
Q2 2024

Jul 24, 2024
BUY
N/A
2,222 Added 6.73%
35,229 $2.06 Billion
Q1 2024

Apr 24, 2024
BUY
N/A
11,541 Added 53.76%
33,007 $1.91 Billion
Q4 2023

Jan 12, 2024
BUY
N/A
21,466 New
21,466 $1.26 Billion
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