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Aureum Wealth Management, LLC → STT-PG

Aureum Wealth Management, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
19
Latest value
$5.6M
Q3 2026
Peak value
$15M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q4 2025$10.3M
Q4 2025$9.5M
Q4 2025$3.9M
Q1 2026$4M
Q1 2026$11.4M
Q1 2026$11.9M
Q1 2026$308K
Q1 2026$4.6M
Q2 2026$4.2M
Q2 2026$14.6M
Q2 2026$13.6M
Q2 2026$351K
Q2 2026$5.5M
Q3 2026$4.1M
Q3 2026$15M
Q3 2026$13.9M
Q3 2026$328K
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M62.0K——
Q3 2026$328K5.2K——
Q3 2026$13.9M227.5K——
Q3 2026$15M122.0K——
Q3 2026$4.1M126.2K——
Q2 2026$5.5M62.0K——
Q2 2026$351K5.2K——
Q2 2026$13.6M223.0K——
Q2 2026$14.6M122.6K——
Q2 2026$4.2M126.5K——
Q1 2026$4.6M60.0K——
Q1 2026$308K5.2K——
Q1 2026$11.9M211.2K——
Q1 2026$11.4M116.6K——
Q1 2026$4M120.4K——
Q4 2025$3.9M48.3K——
Q4 2025$9.5M167.8K——
Q4 2025$10.3M96.6K——
Q4 2025$2.8M83.3K——

Other funds holding STT-PG

Other Aureum Wealth Management, LLC positions

ETHA

ISHARES TR

$13.3M
ETHA

ISHARES TR

$13.2M
ETHA

ISHARES TR

$11.9M
ETHA

ISHARES TR

$9M
ETHA

ISHARES TR

$8.9M
ETHA

ISHARES TR

$8.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$6.7M
ETHA

ISHARES TR

$6.6M