Financial Strategies Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Financial Strategies Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Financial Strategies Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 779,256 shares of SPTM stock, worth $51.7 Million. This represents 13.36% of its overall portfolio holdings.
Number of Shares
779,256
Previous 887,061
12.15%
Holding current value
$51.7 Million
Previous $51.8 Million
3.59%
% of portfolio
13.36%
Previous 14.85%
Shares
18 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$559 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$244 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$218 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$199 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$185 Million0.07% of portfolio