Svb Wealth LLC Select Sector Spdr Fd Material Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$80.98 - $92.89 $205,851 - $236,126	2,542 New	2,542 $236,000
Q4 2022 Feb 10, 2023	SELL	$68.18 - $83.76 $9,954 - $12,228	-146 Reduced 4.35%	3,214 $249,000
Q3 2022 Nov 09, 2022	BUY	$67.32 - $81.52 $226,195 - $273,907	3,360 New	3,360 $229,000
Q2 2021 Aug 13, 2021	SELL	$79.26 - $88.68 $25,204 - $28,200	-318 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$61.94 - $72.39 $19,696 - $23,020	318 New	318 $23,000

922

57.3M

22.2M

24.1M

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Svb Wealth LLC with notifications on news.