Levy Wealth Management Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 16,815 shares of SPTM stock, worth $1.12 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,815
Previous 16,815
-0.0%
Holding current value
$1.12 Million
Previous $982,000
9.78%
% of portfolio
0.29%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$559 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$244 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$218 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$199 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$185 Million0.07% of portfolio