U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 205,630 shares of SPMB stock, worth $4.42 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
205,630
Previous 204,829 0.39%
Holding current value
$4.42 Million
Previous $4.42 Million 4.84%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 22, 2024
BUY
$21.35 - $22.73 $17,101 - $18,206
801 Added 0.39%
205,630 $4.63 Million
Q2 2024

Jul 11, 2024
BUY
$20.97 - $21.76 $225,469 - $233,963
10,752 Added 5.54%
204,829 $4.42 Million
Q1 2024

May 10, 2024
BUY
$21.41 - $22.04 $990,747 - $1.02 Million
46,275 Added 31.31%
194,077 $4.22 Million
Q4 2023

Feb 06, 2024
BUY
$20.11 - $22.18 $931,173 - $1.03 Million
46,304 Added 45.62%
147,802 $3.26 Million
Q3 2023

Oct 19, 2023
BUY
$20.73 - $21.96 $1.73 Million - $1.83 Million
83,356 Added 459.46%
101,498 $2.11 Million
Q2 2023

Aug 04, 2023
BUY
$21.68 - $22.43 $105,191 - $108,830
4,852 Added 36.51%
18,142 $397,000
Q1 2023

May 11, 2023
BUY
$21.47 - $22.62 $164,138 - $172,929
7,645 Added 135.43%
13,290 $294,000
Q4 2022

Feb 03, 2023
BUY
$20.76 - $22.35 $117,190 - $126,165
5,645 New
5,645 $122,000

Others Institutions Holding SPMB

# of Institutions
223
Shares Held
244M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email