Primoris Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,500 shares of SPY stock, worth $1.47 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$1.47 Million
Previous $1.36 Million 5.44%
% of portfolio
1.03%
Previous 1.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$410.68 - $476.69 $205,340 - $238,345
500 Added 25.0%
2,500 $1.19 Million
Q3 2023

Oct 31, 2023
SELL
$425.88 - $457.79 $18,738 - $20,142
-44 Reduced 2.15%
2,000 $854,000
Q2 2023

Aug 03, 2023
SELL
$404.36 - $443.28 $5,256 - $5,762
-13 Reduced 0.63%
2,044 $906,000
Q3 2022

Oct 20, 2022
SELL
$357.18 - $429.7 $231,809 - $278,875
-649 Reduced 23.98%
2,057 $735,000
Q2 2022

Jul 29, 2022
BUY
$365.86 - $456.8 $242,199 - $302,401
662 Added 32.39%
2,706 $1.02 Million
Q4 2021

Feb 08, 2022
BUY
$428.64 - $477.48 $876,140 - $975,969
2,044 New
2,044 $971,000

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC 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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email