Copia Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Copia Wealth Management holds 2,184 shares of SPTM stock, worth $152,901. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,184Holding current value
$152,901% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
678Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$588 Million0.25% of portfolio
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Huntington National Bank Columbus, OH3.47MShares$243 Million1.8% of portfolio
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Cwm, LLC3.36MShares$235 Million1.0% of portfolio
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Private Advisor Group, LLC3.03MShares$212 Million1.24% of portfolio
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Envestnet Asset Management Inc2.66MShares$187 Million0.06% of portfolio