Vestia Personal Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,576 shares of SPTM stock, worth $475,116. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,576
Previous 6,809 3.42%
Holding current value
$475,116
Previous $477 Million 1.53%
% of portfolio
0.39%
Previous 0.45%

Shares

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

Jan 27, 2025
SELL
$69.3 - $74.3 $16,146 - $17,311
-233 Reduced 3.42%
6,576 $470 Million
Q3 2024

Nov 04, 2024
BUY
$63.28 - $70.06 $189 - $210
3 Added 0.04%
6,809 $477 Million
Q2 2024

Aug 09, 2024
BUY
$60.69 - $66.83 $413,056 - $454,844
6,806 New
6,806 $452 Million

Others Institutions Holding SPTM

# of Institutions
676
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 Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email