Arq Wealth Advisors, LLC Spdr Index Shs Fds Transaction History

Arq Wealth Advisors, LLC

$259 Million
Q3 2024

A detailed history of Arq Wealth Advisors, LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 9,084 shares of QWLD stock, worth $1.14 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

9,084

Holding current value

$1.14 Million

% of portfolio

0.45%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$117.82 - $128.91 $1.07 Million - $1.17 Million	9,084 New	9,084 $1.17 Million

Others Institutions Holding QWLD

# of Institutions

Shares Held

693K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

282K
Shares

$35.3 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$6.68 Million
0.01% of portfolio
Assetmark, Inc

38.3K
Shares

$4.79 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

23.9K
Shares

$2.99 Million
0.01% of portfolio
Sym Financial Corp

23.7K
Shares

$2.97 Million
0.41% of portfolio

View Full List

About SPDR INDEX SHS FDS

Ticker QWLD
Sector ETFs
Industry ETFs

More about QWLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.

Account

Arq Wealth Advisors, LLC Spdr Index Shs Fds Transaction History