Jacksonville Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Jacksonville Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 48,204 shares of SPTM stock, worth $3.52 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
48,204Holding current value
$3.52 Million% of portfolio
3.21%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
675Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$613 Million0.25% of portfolio
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Huntington National Bank Columbus, OH3.47MShares$253 Million1.8% of portfolio
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Cwm, LLC3.36MShares$245 Million1.0% of portfolio
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Private Advisor Group, LLC3.03MShares$221 Million1.24% of portfolio
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Envestnet Asset Management Inc2.66MShares$194 Million0.06% of portfolio