Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 5,750 shares of SPGM stock, worth $366,735. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,750
Previous 5,750
-0.0%
Holding current value
$366,735
Previous $349 Million
99.89%
% of portfolio
0.2%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SPGM
# of Institutions
140Shares Held
9.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$146 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$83.7 Million0.95% of portfolio
-
Private Advisor Group, LLC843KShares$53.8 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS418KShares$26.7 Million0.05% of portfolio
-
Legal & General Group PLC London, X0380KShares$24.2 Million0.01% of portfolio