Trademark Financial Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,475 shares of SPTM stock, worth $233,172. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,475
Previous 3,469
0.17%
Holding current value
$233,172
Previous $223 Million
3.61%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
605Shares Held
84.7MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$589 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$234 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$231 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$199 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$177 Million0.06% of portfolio