Epg Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Epg Wealth Management LLC holds 317 shares of SPSM stock, worth $13,830. This represents 0.0% of its overall portfolio holdings.

Number of Shares
317
Previous 317 -0.0%
Holding current value
$13,830
Previous $14.4 Million 1.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$41.02 - $46.01 $13,003 - $14,585
317 New
317 $14.4 Million
Q2 2024

Aug 13, 2024
SELL
$39.75 - $43.15 $25,440 - $27,616
-640 Closed
0 $0
Q2 2023

Aug 15, 2023
BUY
$35.57 - $38.94 $11,489 - $12,577
323 Added 101.89%
640 $24,000
Q3 2022

Nov 15, 2022
BUY
$33.99 - $41.52 $10,774 - $13,161
317 New
317 $11,000
Q2 2022

Aug 15, 2022
SELL
$34.83 - $42.53 $11,041 - $13,482
-317 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$40.71 - $44.23 $12,905 - $14,020
317 New
317 $14,000
Q2 2020

Aug 06, 2020
SELL
$19.87 - $29.39 $4,212 - $6,230
-212 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$28.98 - $32.81 $6,143 - $6,955
212 New
212 $7,000

Others Institutions Holding SPSM

# of Institutions
973
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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

Track Epg Wealth Management LLC Portfolio

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email