Wj Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wj Wealth Management, LLC

  • $249 Million
  • Q1 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wj Wealth Management, LLC holds 4,676 shares of SPTM stock, worth $313,993. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,676
Previous 4,676 -0.0%
Holding current value
$313,993
Previous $273,000 9.52%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$50.31 - $58.65 $201 - $234
4 Added 0.09%
4,676 $273,000
Q2 2023

Jul 11, 2023
BUY
$49.75 - $54.44 $232,432 - $254,343
4,672 New
4,672 $254,000
Q4 2022

Feb 15, 2023
SELL
$46.29 - $50.41 $109,244 - $118,967
-2,360 Reduced 32.19%
4,972 $235,000
Q3 2022

Oct 18, 2022
BUY
N/A
7,332 New
7,332 $323,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, LLC 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 Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email