Invenio Wealth Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 2024

A detailed history of Invenio Wealth Partners LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 369,176 shares of SPDW stock, worth $12.7 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares
369,176
Previous 359,090 2.81%
Holding current value
$12.7 Million
Previous $12.6 Billion 10.08%
% of portfolio
6.0%
Previous 6.24%

Shares

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

Nov 13, 2024
BUY
$33.74 - $37.96 $340,301 - $382,864
10,086 Added 2.81%
369,176 $13.9 Billion
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $1.37 Million - $1.47 Million
40,186 Added 12.6%
359,090 $12.6 Billion
Q1 2024

May 09, 2024
BUY
$32.85 - $35.9 $3.38 Million - $3.7 Million
103,006 Added 47.71%
318,904 $11.4 Billion
Q4 2023

Feb 09, 2024
BUY
$29.46 - $34.07 $930,906 - $1.08 Million
31,599 Added 17.15%
215,898 $7.34 Billion
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $5.69 Million - $6.19 Million
184,299 New
184,299 $5.72 Billion

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
487M
Call Options Held
500
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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