Connectus Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Connectus Wealth, LLC holds 149,425 shares of SPDW stock, worth $5.49 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
149,425
Previous 148,459 0.65%
Holding current value
$5.49 Million
Previous $5.05 Million 6.06%
% of portfolio
0.12%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$32.85 - $35.9 $31,733 - $34,679
966 Added 0.65%
149,425 $5.36 Million
Q4 2023

Feb 14, 2024
BUY
$29.46 - $34.07 $54,353 - $62,859
1,845 Added 1.26%
148,459 $5.05 Million
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $4.53 Million - $4.92 Million
146,614 New
146,614 $4.55 Million

Others Institutions Holding SPDW

# of Institutions
1,021
Shares Held
529M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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