Wealth Care Investment Partners, LLC Spdr S&P Kensho New Economies Transaction History

Wealth Care Investment Partners, LLC

$218 Million
Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 19,098 shares of KOMP stock, worth $1.02 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

19,098

Previous 19,505 2.09%

Holding current value

$1.02 Million

Previous $962,000 0.83%

% of portfolio

0.44%

Previous 0.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$48.59 - $54.76 $19,776 - $22,287	-407 Reduced 2.09%	19,098 $970,000
Q3 2024 Oct 08, 2024	BUY	$44.44 - $50.42 $2,888 - $3,277	65 Added 0.33%	19,505 $962,000
Q2 2024 Jul 18, 2024	SELL	$43.76 - $48.01 $6,914 - $7,585	-158 Reduced 0.81%	19,440 $895,000
Q1 2024 Apr 15, 2024	BUY	$43.0 - $48.08 $14,749 - $16,491	343 Added 1.78%	19,598 $942,000
Q4 2023 Jan 18, 2024	BUY	$36.42 - $47.69 $11,581 - $15,165	318 Added 1.68%	19,255 $899,000
Q3 2023 Oct 10, 2023	BUY	$38.8 - $47.87 $18,973 - $23,408	489 Added 2.65%	18,937 $750,000
Q2 2023 Jul 13, 2023	SELL	$40.03 - $44.6 $23,097 - $25,734	-577 Reduced 3.03%	18,448 $822,000
Q1 2023 Apr 10, 2023	BUY	$39.25 - $46.32 $111,352 - $131,409	2,837 Added 17.53%	19,025 $812,000
Q4 2022 Jan 19, 2023	SELL	$37.67 - $42.95 $245,683 - $280,119	-6,522 Reduced 28.72%	16,188 $0
Q3 2022 Oct 17, 2022	SELL	$38.59 - $48.63 $34,885 - $43,961	-904 Reduced 3.83%	22,710 $876,000
Q2 2022 Jul 18, 2022	SELL	$39.65 - $53.22 $13,322 - $17,881	-336 Reduced 1.4%	23,614 $957,000
Q1 2022 Apr 14, 2022	SELL	$46.39 - $59.58 $389,212 - $499,876	-8,390 Reduced 25.94%	23,950 $1.2 Million
Q4 2021 Feb 07, 2022	BUY	$56.76 - $68.61 $1.84 Million - $2.22 Million	32,340 New	32,340 $1.91 Million

Others Institutions Holding KOMP

# of Institutions

135

Shares Held

38.9M

Call Options Held

300

Put Options Held

6.4K

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About SPDR S&P KENSHO NEW ECONOMIES

Ticker KOMP
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Wealth Care Investment Partners, LLC Spdr S&P Kensho New Economies Transaction History