Iag Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 12,105 shares of SPGM stock, worth $789,003. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,105

Previous 10,830 11.77%

Holding current value

$789,003

Previous $658,000 19.15%

% of portfolio

0.15%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$57.85 - $64.92 $73,758 - $82,773	1,275 Added 11.77%	12,105 $784,000
Q2 2024 Jul 16, 2024	BUY	$56.67 - $60.99 $101,495 - $109,233	1,791 Added 19.81%	10,830 $658,000
Q1 2024 Apr 24, 2024	BUY	$54.21 - $59.68 $29,490 - $32,465	544 Added 6.4%	9,039 $539,000
Q4 2023 Feb 02, 2024	BUY	$48.07 - $55.48 $87,006 - $100,418	1,810 Added 27.08%	8,495 $470,000
Q3 2023 Oct 24, 2023	BUY	$50.1 - $54.28 $33,667 - $36,476	672 Added 11.18%	6,685 $337,000
Q2 2023 Aug 10, 2023	SELL	$49.47 - $52.62 $3,858 - $4,104	-78 Reduced 1.28%	6,013 $314,000
Q1 2023 Apr 25, 2023	BUY	$46.63 - $51.08 $76,146 - $83,413	1,633 Added 36.63%	6,091 $303,000
Q4 2022 Feb 08, 2023	BUY	$42.72 - $49.46 $66,942 - $77,503	1,567 Added 54.2%	4,458 $207,000
Q3 2022 Oct 26, 2022	BUY	$42.78 - $50.95 $77,816 - $92,678	1,819 Added 169.68%	2,891 $124,000
Q2 2022 Aug 03, 2022	BUY	$44.97 - $55.51 $48,207 - $59,506	1,072 New	1,072 $49,000

Others Institutions Holding SPGM

# of Institutions

137

Shares Held

9.32M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port Transaction History