Transform Wealth, LLC Spdr S&P Global Natural Resour Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Spdr S&P Global Natural Resour stock. As of the latest transaction made, Transform Wealth, LLC holds 4,025 shares of GNR stock, worth $215,901. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,025

Previous 4,098 1.78%

Holding current value

$215,901

Previous $236,000 15.25%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$48.67 - $58.43 $3,552 - $4,265	-73 Reduced 1.78%	4,025 $200,000
Q3 2024 Oct 15, 2024	SELL	$53.02 - $57.84 $26,510 - $28,920	-500 Reduced 10.87%	4,098 $236,000
Q2 2024 Jul 15, 2024	SELL	$54.6 - $60.47 $21,785 - $24,127	-399 Reduced 7.98%	4,598 $256,000
Q1 2024 Apr 15, 2024	SELL	$51.98 - $57.93 $33,787 - $37,654	-650 Reduced 11.51%	4,997 $289,000
Q4 2023 Jan 18, 2024	BUY	$53.07 - $57.4 $13,957 - $15,096	263 Added 4.88%	5,647 $319,000
Q3 2023 Oct 10, 2023	SELL	$52.9 - $58.07 $284,813 - $312,648	-5,384 Reduced 50.0%	5,384 $299,000
Q2 2023 Jul 13, 2023	BUY	$51.57 - $59.08 $23,928 - $27,413	464 Added 4.5%	10,768 $580,000
Q1 2023 Apr 14, 2023	BUY	$53.55 - $62.08 $275,889 - $319,836	5,152 Added 100.0%	10,304 $588,000
Q4 2022 Jan 12, 2023	BUY	$50.75 - $60.58 $261,464 - $312,108	5,152 New	5,152 $0

Others Institutions Holding GNR

# of Institutions

253

Shares Held

35.6M

Call Options Held

2.4K

Put Options Held

View Full List

About SPDR S&P GLOBAL NATURAL RESOUR

Ticker GNR
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Transform Wealth, LLC Spdr S&P Global Natural Resour Transaction History