Vertex Planning Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,656 shares of SPTM stock, worth $745,067. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,656
Previous 10,994
3.07%
Holding current value
$745,067
Previous $705 Million
0.26%
% of portfolio
0.18%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding SPTM
# of Institutions
606Shares Held
84.3MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$614 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$185 Million0.06% of portfolio