Kaufman Rossin Wealth, LLC Spdr Portfolio S&P 1500 Compos Call Options Transaction History
Kaufman Rossin Wealth, LLC
- $158 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPTM
# of Institutions
718Shares Held
92.6MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$622 Million0.23% of portfolio
-
Cwm, LLC3.21MShares$244 Million0.85% of portfolio
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Private Advisor Group, LLC3.02MShares$230 Million1.3% of portfolio
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Valmark Advisers, Inc.2.74MShares$209 Million2.9% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$198 Million4.66% of portfolio