Wetherby Asset Management Inc ETF Ser Solutions Aam S&P 500 Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in ETF Ser Solutions Aam S&P 500 stock. As of the latest transaction made, Wetherby Asset Management Inc holds 10,000 shares of SPDV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,000
Previous 10,000 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
SELL
N/A
-10,000 Reduced 50.0%
10,000 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-10,000 Reduced 33.33%
20,000 $508,000
Q2 2022

Aug 15, 2022
BUY
N/A
15,000 Added 100.0%
30,000 $856,000
Q2 2021

Aug 16, 2021
BUY
N/A
15,000 New
15,000 $454,000
Q1 2021

May 14, 2021
SELL
N/A
-15,000 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
N/A
15,000 New
15,000 $322,000

Others Institutions Holding SPDV

# of Institutions
33
Shares Held
807K
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM S&P 500

SPDV Quotes by TradingView
  • Ticker SPDV
More about SPDV
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email