Napa Wealth Management Spdr Portfolio Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 4,588 shares of SPMD stock, worth $253,716. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,588
Previous 4,537 1.12%
Holding current value
$253,716
Previous $233 Million 7.78%
% of portfolio
0.12%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$50.29 - $54.92 $2,564 - $2,800
51 Added 1.12%
4,588 $251 Million
Q2 2024

Aug 14, 2024
BUY
$49.54 - $53.39 $594 - $640
12 Added 0.27%
4,537 $233 Million
Q1 2024

Aug 14, 2024
SELL
$47.16 - $53.34 $88,425 - $100,012
-1,875 Reduced 29.3%
4,525 $241 Million
Q4 2023

Feb 22, 2024
BUY
$40.76 - $49.2 $260,864 - $314,880
6,400 New
6,400 $312 Million

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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

Track Napa Wealth Management Portfolio

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

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email