Wr Wealth Planners, LLC Spdr Portfolio Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 369 shares of SPMD stock, worth $20,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
369
Previous 715 48.39%
Holding current value
$20,763
Previous $39,000 48.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
SELL
$54.13 - $59.56 $18,728 - $20,607
-346 Reduced 48.39%
369 $20,000
Q3 2024

Oct 17, 2024
BUY
$50.29 - $54.92 $5,431 - $5,931
108 Added 17.79%
715 $39,000
Q2 2024

Jul 31, 2024
BUY
$49.54 - $53.39 $12,929 - $13,934
261 Added 75.43%
607 $31,000
Q1 2024

Jul 31, 2024
BUY
$47.16 - $53.34 $16,317 - $18,455
346 New
346 $18,000
Q3 2023

Aug 01, 2024
SELL
$43.23 - $47.8 $11,283 - $12,475
-261 Reduced 43.0%
346 $15.1 Million

Others Institutions Holding SPMD

# of Institutions
805
Shares Held
232M
Call Options Held
0
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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