Dowling & Yahnke LLC Spdr Portfolio S&P 1500 Compos Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
734Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
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Cwm, LLC3.13MShares$250 Million0.76% of portfolio
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Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
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Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
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Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio