Prevail Innovative Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 17,660 shares of SPDW stock, worth $643,353. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,660
Previous 13,427 31.53%
Holding current value
$643,353
Previous $504 Million 19.51%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Feb 12, 2025
BUY
$34.13 - $37.35 $144,472 - $158,102
4,233 Added 31.53%
17,660 $603 Million
Q3 2024

Nov 13, 2024
BUY
$33.74 - $37.96 $11,741 - $13,210
348 Added 2.66%
13,427 $504 Million
Q2 2024

Aug 08, 2024
BUY
$34.2 - $36.64 $53,967 - $57,817
1,578 Added 13.72%
13,079 $459 Million
Q1 2024

May 09, 2024
BUY
$32.85 - $35.9 $126,045 - $137,748
3,837 Added 50.07%
11,501 $412 Million
Q4 2023

Feb 13, 2024
BUY
$29.46 - $34.07 $225,781 - $261,112
7,664 New
7,664 $261 Million

Others Institutions Holding SPDW

# of Institutions
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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