Concord Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Concord Wealth Partners holds 552 shares of SPTM stock, worth $40,693. This represents 0.01% of its overall portfolio holdings.
Number of Shares
552
Previous 552
-0.0%
Holding current value
$40,693
Previous $38,000
2.63%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
670Shares Held
92.6MCall Options Held
11.9KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.4MShares$619 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$256 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$248 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$223 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.67MShares$197 Million0.06% of portfolio