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

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 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 11,551 shares of SPGM stock, worth $725,056. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,551
Previous 10,823 6.73%
Holding current value
$725,056
Previous $657,000 13.85%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
140
Shares Held
9.76M
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
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More about SPGM
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