Aj Wealth Strategies, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 409,619 shares of SPTM stock, worth $29.6 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
409,619
Previous 352,988
16.04%
Holding current value
$29.6 Million
Previous $17.8 Million
25.27%
% of portfolio
1.08%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
676Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$607 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$251 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$243 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$219 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$193 Million0.06% of portfolio