Warren Averett Asset Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 132,856 shares of SPMB stock, worth $2.9 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
132,856
Previous 94,898 40.0%
Holding current value
$2.9 Million
Previous $2.05 Million 46.29%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$21.35 - $22.73 $810,403 - $862,785
37,958 Added 40.0%
132,856 $2.99 Million
Q2 2024

Aug 14, 2024
BUY
$20.97 - $21.76 $1.99 Million - $2.06 Million
94,898 New
94,898 $2.05 Million

Others Institutions Holding SPMB

# of Institutions
219
Shares Held
243M
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
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