Total Wealth Planning & Management, Inc. Spdr Ser Tr S&P Transn ETF Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr Ser Tr S&P Transn ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,665 shares of XTN stock, worth $244,895. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,665
Previous 3,610
1.52%
Holding current value
$244,895
Previous $313 Million
13.49%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
99Shares Held
1.01MCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3348KShares$23.3 Million0.42% of portfolio
-
Cercano Management LLC Bellevue, WA85.4KShares$5.71 Million0.2% of portfolio
-
Morgan Stanley New York, NY75.7KShares$5.06 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC63.1KShares$4.22 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC62KShares$4.14 Million0.0% of portfolio