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

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 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 19,260 shares of SPTM stock, worth $1.39 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,260
Previous 19,220 0.21%
Holding current value
$1.39 Million
Previous $1.28 Million 5.8%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024
BUY
$63.28 - $70.06 $2,531 - $2,802
40 Added 0.21%
19,260 $1.35 Million
Q2 2024

Aug 12, 2024
SELL
$60.69 - $66.83 $181,705 - $200,089
-2,994 Reduced 13.48%
19,220 $1.28 Million
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
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
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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