Heirloom Wealth Management Dbx ETF Tr Xtrackers S&P 500 E Transaction History

Heirloom Wealth Management

$401 Million
Q4 2025

A detailed history of Heirloom Wealth Management transactions in Dbx ETF Tr Xtrackers S&P 500 E stock. As of the latest transaction made, Heirloom Wealth Management holds 13,271 shares of SNPE stock, worth $813,114. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,271

Previous 8,296 59.97%

Holding current value

$813,114

Previous $498,000 63.25%

% of portfolio

0.2%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$58.89 - $62.37 $292,977 - $310,290	4,975 Added 59.97%	13,271 $813,000
Q3 2025 Nov 10, 2025	BUY	$55.31 - $60.06 $3,207 - $3,483	58 Added 0.7%	8,296 $498,000
Q2 2025 Jul 31, 2025	BUY	$44.64 - $55.3 $3,392 - $4,202	76 Added 0.93%	8,238 $455,000
Q1 2025 Apr 24, 2025	SELL	$49.54 - $55.15 $10,849 - $12,077	-219 Reduced 2.61%	8,162 $411,000
Q4 2024 Jan 22, 2025	SELL	$51.94 - $55.55 $5,453 - $5,832	-105 Reduced 1.24%	8,381 $446,000

Q3 2024 Oct 16, 2024	BUY	$47.54 - $52.58 $855 - $946	18 Added 0.21%	8,486 $446,000
Q2 2024 Jul 31, 2024	BUY	$45.18 - $50.64 $5,286 - $5,924	117 Added 1.4%	8,468 $423,000
Q1 2024 Apr 24, 2024	SELL	$42.79 - $47.83 $574,883 - $642,596	-13,435 Reduced 61.67%	8,351 $399,000
Q4 2023 Jan 31, 2024	SELL	$37.72 - $43.67 $2,791 - $3,231	-74 Reduced 0.34%	21,786 $948,000
Q3 2023 Oct 23, 2023	BUY	$38.97 - $42.05 $137,642 - $148,520	3,532 Added 19.27%	21,860 $856,000
Q2 2023 Aug 08, 2023	SELL	$36.9 - $40.61 $36,088 - $39,716	-978 Reduced 5.07%	18,328 $744,000
Q1 2023 Apr 27, 2023	SELL	$34.18 - $37.63 $51,987 - $57,235	-1,521 Reduced 7.3%	19,306 $717,000
Q4 2022 Feb 01, 2023	BUY	$32.24 - $36.88 $87,176 - $99,723	2,704 Added 14.92%	20,827 $719,000
Q1 2022 May 17, 2022	BUY	$37.6 - $43.04 $370,660 - $424,288	9,858 Added 119.27%	18,123 $656,000
Q4 2021 Jan 25, 2022	BUY	$37.96 - $42.96 $313,739 - $355,064	8,265 New	8,265 $327,000

Others Institutions Holding SNPE

# of Institutions

121

Shares Held

19.1M

Call Options Held

Put Options Held

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About DBX ETF TR XTRACKERS S&P 500 E

Ticker SNPE
Sector ETFs
Industry ETFs

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Heirloom Wealth Management Dbx ETF Tr Xtrackers S&P 500 E Transaction History