Family Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 39,736 shares of SPDW stock, worth $1.42 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
39,736
Previous 44,321 10.34%
Holding current value
$1.42 Million
Previous $1.55 Million 3.99%
% of portfolio
1.61%
Previous 1.68%

Shares

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

Nov 14, 2024
SELL
$33.74 - $37.96 $154,697 - $174,046
-4,585 Reduced 10.34%
39,736 $1.49 Million
Q2 2024

Aug 14, 2024
BUY
$34.2 - $36.64 $191,417 - $205,074
5,597 Added 14.45%
44,321 $1.55 Million
Q1 2024

Aug 14, 2024
BUY
$32.85 - $35.9 $219,175 - $239,524
6,672 Added 20.82%
38,724 $1.39 Million
Q4 2023

Feb 14, 2024
BUY
$29.46 - $34.07 $944,251 - $1.09 Million
32,052 New
32,052 $1.09 Million

Others Institutions Holding SPDW

# of Institutions
969
Shares Held
497M
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
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email