Wj Wealth Management, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Wj Wealth Management, LLC

$249 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-74,808 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	N/A	-4,000 Reduced 5.08%	74,808 $3.06 Million
Q3 2021 Oct 13, 2021	BUY	N/A	78,808 New	78,808 $3.06 Million

Others Institutions Holding SPEU

# of Institutions

69

Shares Held

2.93M

Call Options Held

200

Put Options Held

0

Morgan Stanley New York, NY

928K
Shares

$38.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

291K
Shares

$12.2 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

275K
Shares

$11.5 Million
0.62% of portfolio
Level Four Advisory Services, LLC Dallas, TX

252K
Shares

$10.6 Million
0.57% of portfolio
Lpl Financial LLC Fort Mill, SC

223K
Shares

$9.34 Million
0.01% of portfolio

About SPDR INDEX SHS FDS SPDR PORTFO

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