Wealthquest Corp Spdr Portfolio Short Term Trea Transaction History

Wealthquest Corp

  • $635 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021
SELL
$30.62 - $30.7 $229,803 - $230,403
-7,505 Closed
0 $0
Q2 2021

Aug 10, 2021
SELL
$30.62 - $30.7 $97,677 - $97,933
-3,190 Reduced 29.83%
7,505 $229,000
Q1 2021

May 13, 2021
SELL
$30.64 - $30.7 $116,677 - $116,905
-3,808 Reduced 26.26%
10,695 $327,000
Q4 2020

Feb 09, 2021
SELL
$30.65 - $30.71 $122,048 - $122,287
-3,982 Reduced 21.54%
14,503 $445,000
Q3 2020

Nov 12, 2020
SELL
$30.69 - $30.73 $90,382 - $90,499
-2,945 Reduced 13.74%
18,485 $567,000
Q2 2020

Aug 11, 2020
SELL
$30.66 - $30.74 $819,787 - $821,926
-26,738 Reduced 55.51%
21,430 $658,000
Q4 2019

Feb 18, 2020
SELL
$29.91 - $30.1 $145,183 - $146,105
-4,854 Reduced 9.15%
48,168 $1.44 Million
Q3 2019

Oct 18, 2019
SELL
$29.89 - $30.02 $245,456 - $246,524
-8,212 Reduced 13.41%
53,022 $1.59 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-8,566 Reduced 12.27%
61,234 $1.84 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-11,392 Reduced 14.03%
69,800 $2.08 Million
Q4 2018

Jan 23, 2019
BUY
N/A
81,192 New
81,192 $2.4 Million

Others Institutions Holding SPTS

# of Institutions
381
Shares Held
135M
Call Options Held
0
Put Options Held
0
View Full List

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