Mission Wealth Management, LP Spdr Portfolio S&P 1500 Compos Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,026 shares of SPTM stock, worth $514,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,026
Previous 7,022 0.06%
Holding current value
$514,443
Previous $465,000 5.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024
BUY
$63.28 - $70.06 $253 - $280
4 Added 0.06%
7,026 $492,000
Q2 2024

Aug 02, 2024
BUY
$60.69 - $66.83 $182 - $200
3 Added 0.04%
7,022 $465,000
Q1 2024

Apr 30, 2024
BUY
$57.38 - $64.15 $402,750 - $450,268
7,019 New
7,019 $450,000

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
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