Octavia Wealth Advisors, LLC Ssga Active Trust Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,846 shares of SRLN stock, worth $241,322. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,846
Previous 5,846 -0.0%
Holding current value
$241,322
Previous $243,000 -0.0%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$41.02 - $41.99 $10,049 - $10,287
-245 Reduced 4.02%
5,846 $240,000
Q4 2024

Jan 17, 2025
SELL
$41.48 - $42.08 $28,123 - $28,530
-678 Reduced 10.02%
6,091 $254,000
Q2 2024

Aug 01, 2024
BUY
$41.68 - $42.09 $6,960 - $7,029
167 Added 2.53%
6,769 $282,000
Q1 2024

Apr 15, 2024
SELL
$41.64 - $42.11 $9,951 - $10,064
-239 Reduced 3.49%
6,602 $278,000
Q3 2023

Oct 30, 2023
SELL
$41.52 - $42.12 $4,982 - $5,054
-120 Reduced 1.72%
6,841 $286,000
Q3 2022

Oct 17, 2022
BUY
$40.87 - $43.45 $24,685 - $26,243
604 Added 9.5%
6,961 $284,000
Q2 2022

Jul 18, 2022
SELL
$41.64 - $45.06 $39,766 - $43,032
-955 Reduced 13.06%
6,357 $264,000
Q1 2022

Apr 20, 2022
SELL
$43.97 - $45.84 $104,736 - $109,190
-2,382 Reduced 24.57%
7,312 $329,000
Q4 2021

Jan 28, 2022
BUY
$45.27 - $45.96 $199,731 - $202,775
4,412 Added 83.53%
9,694 $442,000
Q3 2021

Nov 12, 2021
BUY
$45.62 - $46.2 $240,964 - $244,028
5,282 New
5,282 $243,000

Others Institutions Holding SRLN

# of Institutions
573
Shares Held
128M
Call Options Held
29.2K
Put Options Held
6.9K
View Full List

About SSGA ACTIVE TRUST

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