New Wave Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,774 shares of SPTM stock, worth $203,667. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,774
Previous 3,000 7.53%
Holding current value
$203,667
Previous $210 Million 5.73%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Jan 23, 2025
SELL
$69.3 - $74.3 $15,661 - $16,791
-226 Reduced 7.53%
2,774 $198 Million
Q3 2024

Oct 23, 2024
BUY
$63.28 - $70.06 $189,840 - $210,180
3,000 New
3,000 $210 Million

Others Institutions Holding SPTM

# of Institutions
650
Shares Held
87.4M
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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