Prevail Innovative Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig 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 Spdr Portfolio Hig stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 23,668 shares of SPHY stock, worth $561,878. This represents 0.16% of its overall portfolio holdings.

Number of Shares
23,668
Previous 16,492 43.51%
Holding current value
$561,878
Previous $397 Million 40.05%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Feb 12, 2025
BUY
$23.29 - $23.93 $167,129 - $171,721
7,176 Added 43.51%
23,668 $555 Million
Q3 2024

Nov 13, 2024
BUY
$23.04 - $24.06 $379,975 - $396,797
16,492 New
16,492 $397 Million

Others Institutions Holding SPHY

# of Institutions
445
Shares Held
188M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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