Bernardo Wealth Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History
Bernardo Wealth Planning LLC
- $372 Million
- Q2 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 14,703 shares of SPTM stock, worth $1.02 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,703
Previous 14,671
0.22%
Holding current value
$1.02 Million
Previous $941,000
3.61%
% of portfolio
0.26%
Previous 0.26%
Shares
19 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$610 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$242 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$239 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$206 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio