Legacy Capital Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 15,386 shares of SPTM stock, worth $1.14 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,386
Previous 8,518 80.63%
Holding current value
$1.14 Million
Previous $565,000 90.62%
% of portfolio
0.19%
Previous 0.15%

Shares

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

Nov 04, 2024
BUY
$63.28 - $70.06 $434,607 - $481,172
6,868 Added 80.63%
15,386 $1.08 Million
Q2 2024

Aug 01, 2024
BUY
$60.69 - $66.83 $516,957 - $569,257
8,518 New
8,518 $565,000
Q4 2023

Feb 05, 2024
SELL
$50.31 - $58.65 $78,332 - $91,318
-1,557 Reduced 8.32%
17,146 $1 Million
Q3 2023

Oct 16, 2023
BUY
$52.22 - $56.31 $976,670 - $1.05 Million
18,703 New
18,703 $981,000
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $986,370 - $1.08 Million
21,000 New
21,000 $1.06 Million

Others Institutions Holding SPTM

# of Institutions
634
Shares Held
85.5M
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 Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, 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 Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email