Falcon Wealth Planning Spdr Portfolio S&P 1500 Compos Call Options Transaction History
Falcon Wealth Planning
- $889 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPTM
# of Institutions
716Shares Held
93.6MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$630 Million0.23% of portfolio
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Cwm, LLC3.21MShares$247 Million0.85% of portfolio
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Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
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Creative Planning Overland Park, KS2.97MShares$229 Million0.19% of portfolio
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Valmark Advisers, Inc.2.74MShares$211 Million2.9% of portfolio