A detailed history of Omni 360 Wealth, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 4,390 shares of SPTM stock, worth $309,363. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,390
Previous 6,405 31.46%
Holding current value
$309,363
Previous $425 Million 27.63%
% of portfolio
0.2%
Previous 0.32%

Shares

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

Oct 24, 2024

SELL
$63.28 - $70.06 $127,509 - $141,170
-2,015 Reduced 31.46%
4,390 $308 Million
Q2 2024

Jul 19, 2024

BUY
$60.69 - $66.83 $4,855 - $5,346
80 Added 1.26%
6,405 $425 Million
Q1 2024

Apr 19, 2024

BUY
$57.38 - $64.15 $5,852 - $6,543
102 Added 1.64%
6,325 $406 Million
Q4 2023

Feb 08, 2024

BUY
$50.31 - $58.65 $313,079 - $364,978
6,223 New
6,223 $364 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, 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 Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.