Kathleen S. Wright Associates Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 431 shares of SPTM stock, worth $31,088. This represents 0.01% of its overall portfolio holdings.
Number of Shares
431
Previous 431
-0.0%
Holding current value
$31,088
Previous $28,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$629 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$253 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$245 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio