Worth Financial Advisory Group, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Worth Financial Advisory Group, LLC

  • $144 Billion
  • Q1 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,244 shares of SPEU stock, worth $222,922. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,244
Previous 5,208 0.69%
Holding current value
$222,922
Previous $210 Million 5.08%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$38.73 - $42.28 $1,394 - $1,522
36 Added 0.69%
5,244 $221 Million
Q4 2023

Jan 19, 2024
SELL
$34.39 - $40.58 $79,372 - $93,658
-2,308 Reduced 30.71%
5,208 $210 Million
Q3 2023

Oct 13, 2023
BUY
$35.71 - $39.65 $49,351 - $54,796
1,382 Added 22.53%
7,516 $271 Million
Q2 2023

Jul 28, 2023
BUY
$37.58 - $39.74 $6,877 - $7,272
183 Added 3.08%
6,134 $236 Million
Q1 2023

Apr 19, 2023
BUY
$35.08 - $38.46 $208,761 - $228,875
5,951 New
5,951 $226 Million

Others Institutions Holding SPEU

# of Institutions
73
Shares Held
2.93M
Call Options Held
200
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS SPDR PORTFO

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

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email