International Assets Investment Management, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$215.16 - $245.69 $51,638 - $58,965	240 New	240 $58.3 Million

Others Institutions Holding MMTM

# of Institutions

Shares Held

235K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.8 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.53 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.16 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.68 Million
0.0% of portfolio

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