Precedent Wealth Partners, LLC Spdr Portfolio Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 121,081 shares of SPMD stock, worth $6.7 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
121,081
Previous 78,076 55.08%
Holding current value
$6.7 Million
Previous $4.01 Billion 65.3%
% of portfolio
2.18%
Previous 1.61%

Shares

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

Oct 17, 2024
BUY
$50.29 - $54.92 $2.16 Million - $2.36 Million
43,005 Added 55.08%
121,081 $6.62 Billion
Q2 2024

Jul 23, 2024
BUY
$49.54 - $53.39 $1.63 Million - $1.75 Million
32,842 Added 72.6%
78,076 $4.01 Billion
Q1 2024

Apr 23, 2024
BUY
$47.16 - $53.34 $1.02 Million - $1.15 Million
21,590 Added 91.31%
45,234 $2.41 Billion
Q4 2023

Jan 18, 2024
BUY
$40.76 - $49.2 $963,729 - $1.16 Million
23,644 New
23,644 $1.15 Billion

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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