Legacy Wealth Management, LLC / Ms Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Wealth Management, LLC / Ms
- $252 Billion
- Q4 2024
A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 7,407 shares of SPTM stock, worth $506,786. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,407
Previous 7,027
5.41%
Holding current value
$506,786
Previous $492 Million
7.47%
% of portfolio
0.21%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
679Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$575 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$238 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$230 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$207 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$182 Million0.06% of portfolio