Collaborative Wealth Managment Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Collaborative Wealth Managment Inc.
- $195 Million
- Q1 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 88,447 shares of SPTM stock, worth $5.91 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
88,447
Previous 85,269
3.73%
Holding current value
$5.91 Million
Previous $4.98 Million
13.85%
% of portfolio
2.91%
Previous 2.75%
Shares
10 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