Modern Wealth Management, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,299 shares of XME stock, worth $590,132. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,299
Previous 9,672 6.48%
Holding current value
$590,132
Previous $616 Million 4.51%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Feb 11, 2025
BUY
$56.27 - $69.89 $35,281 - $43,821
627 Added 6.48%
10,299 $644 Million
Q3 2024

Nov 05, 2024
BUY
$54.2 - $65.22 $52,357 - $63,002
966 Added 11.1%
9,672 $616 Million
Q2 2024

Aug 07, 2024
BUY
$57.95 - $65.15 $5,157 - $5,798
89 Added 1.03%
8,706 $517 Million
Q1 2024

May 13, 2024
BUY
$54.61 - $60.28 $470,574 - $519,432
8,617 New
8,617 $531 Million

Others Institutions Holding XME

# of Institutions
346
Shares Held
21.9M
Call Options Held
4.54M
Put Options Held
11.2M
View Full List

About SPDR SER TR SPDR S&P METALS &

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

Track Modern Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email