Modern Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Modern Wealth Management, LLC holds 19,511 shares of SPDW stock, worth $671,958. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,511
Previous 15,426 26.48%
Holding current value
$671,958
Previous $541 Million 35.42%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2024
BUY
$33.74 - $37.96 $137,827 - $155,066
4,085 Added 26.48%
19,511 $733 Million
Q2 2024

Aug 07, 2024
BUY
$34.2 - $36.64 $527,569 - $565,208
15,426 New
15,426 $541 Million

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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email