Halpern Financial, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$610 Million0.3% of portfolio
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Huntington National Bank Columbus, OH3.49MShares$242 Million1.82% of portfolio
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Cwm, LLC3.45MShares$239 Million1.08% of portfolio
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Private Advisor Group, LLC2.96MShares$206 Million1.33% of portfolio
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Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio