Boston Standard Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Boston Standard Wealth Management, LLC
- $442 Billion
- Q1 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 361,445 shares of SPTM stock, worth $24.1 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
361,445
Previous 341,618
5.8%
Holding current value
$24.1 Million
Previous $17.9 Billion
29.31%
% of portfolio
5.25%
Previous 4.73%
Shares
24 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$563 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$245 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$219 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$186 Million0.07% of portfolio