Kingsview Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 7,494 shares of SPTM stock, worth $548,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,494
Previous 5,491 36.48%
Holding current value
$548,710
Previous $364,000 44.23%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$63.28 - $70.06 $126,749 - $140,330
2,003 Added 36.48%
7,494 $525,000
Q2 2024

Aug 14, 2024
BUY
$60.69 - $66.83 $333,248 - $366,963
5,491 New
5,491 $364,000
Q2 2020

Aug 14, 2020
SELL
$29.99 - $39.74 $234,791 - $311,124
-7,829 Closed
0 $0
Q1 2020

May 11, 2020
BUY
$27.12 - $41.81 $212,322 - $327,330
7,829 New
7,829 $246,000

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email