Reuter James Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 8,013 shares of SPTM stock, worth $580,621. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,013
Previous 4,709 70.16%
Holding current value
$580,621
Previous $312,000 79.81%
% of portfolio
0.1%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$63.28 - $70.06 $209,077 - $231,478
3,304 Added 70.16%
8,013 $561,000
Q2 2024

Aug 01, 2024
SELL
$60.69 - $66.83 $4,308 - $4,744
-71 Reduced 1.49%
4,709 $312,000
Q1 2024

May 06, 2024
SELL
$57.38 - $64.15 $260,046 - $290,727
-4,532 Reduced 48.67%
4,780 $306,000
Q4 2023

Apr 08, 2024
SELL
$50.31 - $58.65 $82,156 - $95,775
-1,633 Reduced 14.92%
9,312 $544,000
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.31 $571,547 - $616,312
10,945 New
10,945 $574,000
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $296,145 - $325,653
6,305 Added 79.2%
14,266 $719,000
Q4 2022

Feb 06, 2023
SELL
$44.09 - $50.41 $667,037 - $762,652
-15,129 Reduced 65.52%
7,961 $376,000
Q3 2022

Nov 04, 2022
SELL
$44.11 - $53.04 $19,584 - $23,549
-444 Reduced 1.89%
23,090 $1.02 Million
Q2 2022

Aug 09, 2022
SELL
$45.19 - $56.15 $453,391 - $563,352
-10,033 Reduced 29.89%
23,534 $1.09 Million
Q1 2022

Apr 14, 2022
SELL
$51.36 - $58.82 $151,563 - $173,577
-2,951 Reduced 8.08%
33,567 $1.87 Million
Q4 2021

Jan 25, 2022
BUY
$52.99 - $58.74 $1.94 Million - $2.15 Million
36,518 New
36,518 $2.13 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Reuter James Wealth Management, LLC Portfolio

Follow Reuter James Wealth Management, 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 Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email