Vestia Personal Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,576 shares of SPTM stock, worth $440,789. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,576
Previous 6,809
3.42%
Holding current value
$440,789
Previous $477 Million
1.53%
% of portfolio
0.39%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
679Shares Held
93.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$563 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$233 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$225 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$203 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$179 Million0.06% of portfolio