Warren Averett Asset Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 14,467 shares of SPGM stock, worth $965,382. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,467
Previous 11,551 25.24%
Holding current value
$965,382
Previous $748,000 22.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$63.23 - $66.65 $184,378 - $194,351
2,916 Added 25.24%
14,467 $916,000
Q3 2024

Nov 14, 2024
BUY
$57.85 - $64.92 $42,114 - $47,261
728 Added 6.73%
11,551 $748,000
Q2 2024

Aug 14, 2024
BUY
$56.67 - $60.99 $49,982 - $53,793
882 Added 8.87%
10,823 $657,000
Q1 2024

May 15, 2024
BUY
$54.21 - $59.68 $538,901 - $593,278
9,941 New
9,941 $593,000

Others Institutions Holding SPGM

# of Institutions
141
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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