Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Advisors Of Iowa, LLC

$164 Million
Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 24,284 shares of SPSM stock, worth $1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

24,284

Previous 24,864 2.33%

Holding current value

$1 Million

Previous $1.05 Million 0.29%

% of portfolio

0.64%

Previous 0.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$39.85 - $43.04 $23,113 - $24,963	-580 Reduced 2.33%	24,284 $1.05 Million
Q4 2023 Feb 08, 2024	SELL	$34.3 - $42.83 $8,266 - $10,322	-241 Reduced 0.96%	24,864 $1.05 Million
Q3 2023 Nov 07, 2023	BUY	$36.35 - $41.02 $28,025 - $31,626	771 Added 3.17%	25,105 $926,000
Q2 2023 Jul 25, 2023	SELL	$35.57 - $38.94 $4.77 Million - $5.22 Million	-134,179 Reduced 84.65%	24,334 $945,000
Q1 2023 May 09, 2023	BUY	$36.04 - $42.08 $4.92 Million - $5.74 Million	136,428 Added 617.74%	158,513 $5.99 Million

Q4 2022 Feb 10, 2023	BUY	$36.34 - $39.85 $802,568 - $880,087	22,085 New	22,085 $816,000

Others Institutions Holding SPSM

# of Institutions

802

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
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Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 600 Small C Transaction History