Vista Private Wealth Partners. LLC Spdr Portfolio Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 3,953 shares of SPMD stock, worth $225,123. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,953
Previous 3,853 2.6%
Holding current value
$225,123
Previous $210,000 2.86%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$54.13 - $59.56 $5,413 - $5,956
100 Added 2.6%
3,953 $216,000
Q2 2024

Aug 05, 2024
BUY
$49.54 - $53.39 $190,877 - $205,711
3,853 New
3,853 $197,000
Q4 2019

Jan 08, 2020
SELL
$32.63 - $36.43 $5,449 - $6,083
-167 Closed
0 $0
Q3 2019

Oct 16, 2019
BUY
$33.7 - $34.71 $5,627 - $5,796
167 New
167 $0

Others Institutions Holding SPMD

# of Institutions
687
Shares Held
190M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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