Investment Planning Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Investment Planning Advisors, Inc.
- $196 Billion
- Q2 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 $2.06 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
29,810Holding current value
$2.06 Million% of portfolio
1.01%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$606 Million0.3% of portfolio
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Huntington National Bank Columbus, OH3.49MShares$241 Million1.82% of portfolio
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Cwm, LLC3.45MShares$238 Million1.08% of portfolio
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Private Advisor Group, LLC2.96MShares$204 Million1.33% of portfolio
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Envestnet Asset Management Inc2.64MShares$182 Million0.06% of portfolio