Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 10,193 shares of SPTM stock, worth $760,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,193
Previous 8,604 18.47%
Holding current value
$760,499
Previous $602,000 20.93%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$69.3 - $74.3 $110,117 - $118,062
1,589 Added 18.47%
10,193 $728,000
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $32,272 - $35,730
510 Added 6.3%
8,604 $602,000
Q2 2024

Jul 16, 2024
SELL
$60.69 - $66.83 $50,615 - $55,736
-834 Reduced 9.34%
8,094 $537,000
Q1 2024

May 06, 2024
SELL
$57.38 - $64.15 $143,736 - $160,695
-2,505 Reduced 21.91%
8,928 $572,000
Q4 2023

Feb 07, 2024
SELL
$50.31 - $58.65 $33,908 - $39,530
-674 Reduced 5.57%
11,433 $668,000
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.31 $632,227 - $681,745
12,107 New
12,107 $635,000

Others Institutions Holding SPTM

# of Institutions
675
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email