Iams Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iams Wealth Management, LLC holds 20,802 shares of SPDW stock, worth $748,247. This represents 0.38% of its overall portfolio holdings.

Number of Shares
20,802
Previous 29,445 29.35%
Holding current value
$748,247
Previous $1.03 Billion 24.36%
% of portfolio
0.38%
Previous 0.57%

Shares

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

Oct 11, 2024
SELL
$33.74 - $37.96 $291,614 - $328,088
-8,643 Reduced 29.35%
20,802 $781 Million
Q2 2024

Aug 05, 2024
BUY
$34.2 - $36.64 $685,710 - $734,632
20,050 Added 213.41%
29,445 $1.03 Billion
Q1 2024

Apr 18, 2024
BUY
$32.85 - $35.9 $308,625 - $337,280
9,395 New
9,395 $325 Million

Others Institutions Holding SPDW

# of Institutions
939
Shares Held
486M
Call Options Held
4.4K
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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