Jackson, Grant Investment Advisers, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Jackson, Grant Investment Advisers, Inc.
- $265 Million
- Q3 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 20,126 shares of SPTM stock, worth $1.45 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
20,126
Previous 12,830
56.87%
Holding current value
$1.45 Million
Previous $851,000
65.69%
% of portfolio
0.53%
Previous 0.35%
Shares
26 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$630 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$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio