Wrenne Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wrenne Financial Planning LLC
- $145 Billion
- Q2 2024
A detailed history of Wrenne Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 25,010 shares of SPTM stock, worth $1.81 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
25,010
Previous 25,366
1.4%
Holding current value
$1.81 Million
Previous $1.63 Billion
1.98%
% of portfolio
1.14%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
612Shares Held
86.4MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$635 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$246 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio