Back to STT-PG
FMA Wealth Management, LLC → STT-PG
FMA Wealth Management, LLC STT-PG Position History
State Street Corporation
Quarters held
11
Latest value
$646K
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $4.3M |
| Q4 2025 | $1.7M |
| Q4 2025 | $4.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $4.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $4.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.7M |
| Q3 2026 | $646K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $646K | 22.6K | — | — |
| Q3 2026 | $4.7M | 38.1K | — | — |
| Q3 2026 | $1.7M | 19.0K | — | — |
| Q2 2026 | $4.9M | 37.9K | — | — |
| Q2 2026 | $1.7M | 19.0K | — | — |
| Q1 2026 | $4.6M | 38.5K | — | — |
| Q1 2026 | $1.6M | 20.2K | — | — |
| Q4 2025 | $4.3M | 38.3K | — | — |
| Q4 2025 | $1.7M | 20.2K | — | — |
| Q3 2025 | $4.3M | 38.2K | — | — |
| Q3 2025 | $1.6M | 20.4K | — | — |