Worth Financial Advisory Group, LLC Ssga Active Trust Transaction History

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 8,723 shares of SRLN stock, worth $352,583. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,723
Previous 10,639 18.01%
Holding current value
$352,583
Previous $444 Million 19.19%
% of portfolio
0.23%
Previous 0.27%

Shares

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

Apr 21, 2025
SELL
$41.02 - $41.99 $78,594 - $80,452
-1,916 Reduced 18.01%
8,723 $359 Million
Q4 2024

Feb 11, 2025
BUY
$41.48 - $42.08 $5,516 - $5,596
133 Added 1.27%
10,639 $444 Million
Q3 2024

Oct 24, 2024
BUY
$40.93 - $41.85 $29,633 - $30,299
724 Added 7.4%
10,506 $439 Million
Q2 2024

Jul 26, 2024
BUY
$41.68 - $42.09 $958 - $968
23 Added 0.24%
9,782 $409 Million
Q1 2024

Apr 30, 2024
BUY
$41.64 - $42.11 $51,425 - $52,005
1,235 Added 14.49%
9,759 $411 Million
Q4 2023

Jan 19, 2024
BUY
$41.29 - $41.98 $9,248 - $9,403
224 Added 2.7%
8,524 $357 Million
Q3 2023

Oct 13, 2023
BUY
$41.52 - $42.12 $8,345 - $8,466
201 Added 2.48%
8,300 $348 Million
Q2 2023

Jul 28, 2023
SELL
$40.84 - $41.87 $21,849 - $22,400
-535 Reduced 6.2%
8,099 $339 Million
Q1 2023

Apr 19, 2023
SELL
$40.7 - $42.14 $14,936 - $15,465
-367 Reduced 4.08%
8,634 $358 Million
Q4 2022

Feb 13, 2023
BUY
$40.74 - $41.61 $366,700 - $374,531
9,001 New
9,001 $368 Million

Others Institutions Holding SRLN

# of Institutions
571
Shares Held
140M
Call Options Held
48.3K
Put Options Held
48.7K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email