Strategic Wealth Partners, Ltd. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
SELL
$33.52 - $35.27 $217,176 - $228,514
-6,479 Closed
0 $0
Q4 2023

May 20, 2024
SELL
$30.17 - $33.89 $23,562 - $26,468
-781 Reduced 10.76%
6,479 $217,000
Q3 2023

May 20, 2024
BUY
$32.3 - $33.77 $32 - $33
1 Added 0.01%
7,260 $235,000
Q2 2023

May 20, 2024
SELL
$31.88 - $34.63 $8,894 - $9,661
-279 Reduced 3.7%
7,259 $242,000
Q1 2023

Apr 24, 2023
SELL
$32.33 - $37.04 $3,233 - $3,704
-100 Reduced 1.31%
7,538 $255,000
Q4 2022

Apr 24, 2023
SELL
$32.04 - $35.12 $37,871 - $41,511
-1,182 Reduced 13.4%
7,638 $250,000
Q3 2022

Apr 24, 2023
SELL
$34.21 - $38.59 $430,088 - $485,153
-12,572 Reduced 58.77%
8,820 $0
Q2 2022

Aug 22, 2022
SELL
$34.49 - $38.69 $2.13 Million - $2.38 Million
-61,616 Reduced 74.23%
21,392 $767,000
Q1 2022

May 19, 2022
BUY
$37.66 - $42.71 $408,460 - $463,232
10,846 Added 15.03%
83,008 $0
Q4 2021

Feb 11, 2022
BUY
$42.1 - $43.53 $266,240 - $275,283
6,324 Added 9.61%
72,162 $0
Q3 2021

Nov 12, 2021
SELL
$43.1 - $44.18 $28,015 - $28,717
-650 Reduced 0.98%
65,838 $2.86 Million
Q2 2021

Aug 25, 2021
SELL
$42.87 - $44.22 $73,050 - $75,350
-1,704 Reduced 2.5%
66,488 $2.94 Million
Q1 2021

May 24, 2021
BUY
$42.16 - $44.09 $128,672 - $134,562
3,052 Added 4.69%
68,192 $2.96 Million
Q4 2020

Feb 18, 2021
SELL
$43.06 - $44.41 $150,279 - $154,990
-3,490 Reduced 5.09%
65,140 $2.89 Million
Q3 2020

Nov 10, 2020
SELL
$41.62 - $43.91 $1.9 Million - $2 Million
-45,593 Reduced 39.92%
68,630 $2.98 Million
Q2 2020

Aug 11, 2020
BUY
$37.3 - $42.68 $349,985 - $400,466
9,383 Added 8.95%
114,223 $4.78 Million
Q4 2019

Jan 30, 2020
BUY
$43.17 - $44.38 $796,616 - $818,944
18,453 Added 21.36%
104,840 $4.61 Million
Q3 2019

Oct 28, 2019
SELL
$43.42 - $44.18 $149,755 - $152,376
-3,449 Reduced 3.84%
86,387 $3.8 Million
Q2 2019

Aug 06, 2019
BUY
N/A
9,690 Added 12.09%
89,836 $3.88 Million
Q1 2019

May 14, 2019
BUY
N/A
18,292 Added 29.57%
80,146 $3.42 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-40,186 Reduced 39.38%
61,854 $0
Q3 2018

Dec 06, 2018
BUY
N/A
48,585 Added 90.89%
102,040 $4.35 Million
Q2 2018

Sep 04, 2018
BUY
N/A
11,060 Added 26.09%
53,455 $2.32 Million
Q1 2018

Jul 13, 2018
BUY
N/A
42,395 New
42,395 $1.84 Million

Others Institutions Holding PSK

# of Institutions
176
Shares Held
11.6M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR ICE PFD SEC E

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

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email