A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,138 shares of SPYX stock, worth $303,646. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,138
Previous 5,733 7.06%
Holding current value
$303,646
Previous $255,000 13.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$42.38 - $47.25 $17,163 - $19,136
405 Added 7.06%
6,138 $290,000
Q2 2024

Aug 14, 2024

SELL
$40.47 - $44.95 $12,707 - $14,114
-314 Reduced 5.19%
5,733 $255,000
Q1 2024

May 15, 2024

BUY
$38.19 - $42.8 $34,065 - $38,177
892 Added 17.3%
6,047 $258,000
Q4 2023

Feb 14, 2024

SELL
$33.41 - $38.98 $170,090 - $198,447
-5,091 Reduced 49.69%
5,155 $200,000
Q3 2023

Nov 14, 2023

BUY
$34.55 - $37.33 $46,089 - $49,798
1,334 Added 14.97%
10,246 $355,000
Q2 2023

Aug 14, 2023

BUY
$32.81 - $36.17 $38,420 - $42,355
1,171 Added 15.13%
8,912 $322,000
Q1 2023

May 15, 2023

BUY
$31.18 - $96.11 $163,695 - $504,577
5,250 Added 210.76%
7,741 $257,000
Q4 2022

Feb 14, 2023

BUY
$28.84 - $98.94 $71,840 - $246,459
2,491 New
2,491 $232,000

Others Institutions Holding SPYX

About SPDR S&P 500 FOSSIL FUEL RESER


  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.