Spartan Planning & Wealth Management New Holdings in Q4 2024

Spartan Planning & Wealth Management

  • $106 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
200K
New
$22.04 - $23.08 $4.42M - $4.63M
200K $4.49M
USFR
Wisdomtree Floating Rate Treas

ETFs
24.3K
New
$50.23 - $50.46 $1.22M - $1.23M
24.3K $1.22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.81K
New
$100.16 - $100.7 $782K - $786K
7.81K $783K
IEMG
Ishares Inc

ETFs
10.7K
New
N/A
10.7K $575K
Activity Summary
Buys All Purchases 55 New Holdings 4 Increased Positions 51 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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