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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 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 7,034 shares of SPEM stock, worth $281,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,034
Previous 5,682 23.79%
Holding current value
$281,008
Previous $235 Million 18.75%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$38.37 - $42.82 $51,876 - $57,892
1,352 Added 23.79%
7,034 $279 Million
Q3 2024

Nov 05, 2024
BUY
$36.02 - $41.68 $204,665 - $236,825
5,682 New
5,682 $235 Million

Others Institutions Holding SPEM

# of Institutions
876
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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