Investment Planning Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 29,810 shares of SPTM stock, worth $2.16 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
29,810
Previous 29,810
-0.0%
Holding current value
$2.16 Million
Previous $1.98 Billion
99.89%
% of portfolio
1.13%
Previous 1.01%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$632 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$246 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$214 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio