Iht Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,644 shares of SPGM stock, worth $294,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,644

Previous 4,271 8.73%

Holding current value

$294,476

Previous $276,000 6.52%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$63.23 - $66.65 $23,584 - $24,860	373 Added 8.73%	4,644 $294,000
Q3 2024 Nov 14, 2024	BUY	$57.85 - $64.92 $23,776 - $26,682	411 Added 10.65%	4,271 $276,000
Q2 2024 Aug 14, 2024	BUY	$56.67 - $60.99 $25,614 - $27,567	452 Added 13.26%	3,860 $234,000
Q1 2024 May 15, 2024	BUY	$54.21 - $59.68 $184,747 - $203,389	3,408 New	3,408 $203,000
Q3 2023 Nov 14, 2023	BUY	$50.1 - $54.28 $1.65 Million - $1.79 Million	33,020 New	33,020 $1.67 Million

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History