Wealth Advisors Of Iowa, LLC Spdr Portfolio Transaction History

Wealth Advisors Of Iowa, LLC

$164 Million
Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 35,062 shares of SPYG stock, worth $2.85 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

35,062

Previous 35,124 0.18%

Holding current value

$2.85 Million

Previous $2.29 Million 12.21%

% of portfolio

1.56%

Previous 1.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$63.12 - $73.73 $3,913 - $4,571	-62 Reduced 0.18%	35,062 $2.56 Million
Q4 2023 Feb 08, 2024	BUY	$57.02 - $65.3 $299,754 - $343,282	5,257 Added 17.6%	35,124 $2.29 Million
Q3 2023 Nov 07, 2023	SELL	$58.97 - $62.89 $132,741 - $141,565	-2,251 Reduced 7.01%	29,867 $1.77 Million
Q2 2023 Jul 25, 2023	SELL	$54.76 - $61.01 $80,771 - $89,989	-1,475 Reduced 4.39%	32,118 $1.96 Million
Q1 2023 May 09, 2023	BUY	$49.61 - $55.36 $61,516 - $68,646	1,240 Added 3.83%	33,593 $1.86 Million

Q4 2022 Feb 10, 2023	BUY	$49.47 - $55.07 $636,233 - $708,255	12,861 Added 65.98%	32,353 $1.64 Million
Q3 2022 Nov 15, 2022	BUY	N/A	9,093 Added 87.44%	19,492 $977,000
Q2 2022 Jul 28, 2022	SELL	N/A	-134,408 Reduced 92.82%	10,399 $544,000
Q1 2022 May 10, 2022	BUY	N/A	144,807 New	144,807 $9.59 Million

Others Institutions Holding SPYG

# of Institutions

995

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Wealth Advisors Of Iowa, LLC Spdr Portfolio Transaction History