Wcg Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 22,214 shares of SPTM stock, worth $1.49 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,214
Previous 25,237 11.98%
Holding current value
$1.49 Million
Previous $1.48 Million 3.39%
% of portfolio
0.12%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $173,459 - $193,925
-3,023 Reduced 11.98%
22,214 $1.43 Million
Q4 2023

Feb 08, 2024
SELL
$50.31 - $58.65 $9,055 - $10,557
-180 Reduced 0.71%
25,237 $1.48 Million
Q3 2023

Nov 09, 2023
BUY
$52.22 - $56.31 $1.33 Million - $1.43 Million
25,417 New
25,417 $1.33 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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