Wells Fargo & Company Spdr Ssga Us Small Cap Low Vol Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$108.3 - $128.14 $26,316 - $31,138	-243 Closed	0 $0
Q2 2024 Aug 13, 2024	BUY	$103.54 - $113.03 $25,056 - $27,353	242 Added 24200.0%	243 $26,000
Q1 2024 May 10, 2024	BUY	$105.26 - $112.11 $105 - $112	1 New	1 $0
Q4 2023 Feb 09, 2024	BUY	$93.59 - $114.07 $0 - $0	0 New	0 $0
Q3 2023 Nov 13, 2023	SELL	$98.22 - $109.61 $98 - $109	-1 Closed	0 $0
Q2 2023 Aug 15, 2023	BUY	$97.31 - $107.13 $97 - $107	1 New	1 $0
Q1 2023 May 12, 2023	SELL	$101.27 - $116.11 $101 - $116	-1 Closed	0 $0
Q4 2022 Feb 13, 2023	BUY	$99.86 - $114.25 $99 - $114	1 New	1 $0
Q2 2022 Aug 12, 2022	SELL	$100.61 - $115.32 $16,801 - $19,258	-167 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$110.83 - $120.8 $15,959 - $17,395	144 Added 626.09%	167 $19,000
Q3 2021 Nov 15, 2021	BUY	$108.48 - $115.98 $2,495 - $2,667	23 New	23 $3,000
Q2 2021 Aug 16, 2021	BUY	$111.22 - $117.06 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$94.11 - $116.98 $0 - $0	0 New	0 $0
Q4 2020 Feb 09, 2021	BUY	$76.38 - $96.63 $0 - $0	0 New	0 $0
Q3 2020 Nov 05, 2020	SELL	$71.58 - $81.95 $10,737 - $12,292	-150 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$57.86 - $101.27 $8,679 - $15,190	150 New	150 $10,000

Others Institutions Holding SMLV

# of Institutions

85

Shares Held

779K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.7 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.25 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.23 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

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