Strait & Sound Wealth Management LLC ETF Ser Solutions Aam S&P 500 Transaction History

Strait & Sound Wealth Management LLC

  • $206 Billion
  • Q3 2024

A detailed history of Strait & Sound Wealth Management LLC transactions in ETF Ser Solutions Aam S&P 500 stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 15,402 shares of SPDV stock, worth $0. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,402
Previous 23,377 34.11%
Holding current value
$0
Previous $703 Million 26.49%
% of portfolio
0.25%
Previous 0.36%

Shares

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

Nov 15, 2024
SELL
N/A
-7,975 Reduced 34.11%
15,402 $517 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-3,366 Reduced 12.59%
23,377 $703 Million
Q1 2024

May 10, 2024
SELL
N/A
-254 Reduced 0.94%
26,743 $813 Million
Q4 2023

Feb 08, 2024
SELL
N/A
-765 Reduced 2.76%
26,997 $779 Million
Q3 2023

Nov 15, 2023
SELL
N/A
-149 Reduced 0.53%
27,762 $758 Million
Q2 2023

Aug 29, 2023
SELL
N/A
-4,295 Reduced 13.34%
27,911 $794 Million
Q1 2023

Aug 29, 2023
BUY
N/A
2,693 Added 9.12%
32,206 $908 Million
Q4 2022

Feb 16, 2023
BUY
N/A
29,513 New
29,513 $895 Million

Others Institutions Holding SPDV

# of Institutions
33
Shares Held
806K
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM S&P 500

SPDV Quotes by TradingView
  • Ticker SPDV
More about SPDV
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound 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 Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email