Iht Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Iht Wealth Management, LLC holds 112,741 shares of SPTM stock, worth $7.53 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
112,741
Previous 119,208
5.42%
Holding current value
$7.53 Million
Previous $6.97 Million
3.8%
% of portfolio
0.28%
Previous 0.31%
Shares
21 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$563 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$245 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$219 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$186 Million0.07% of portfolio