Mark Sheptoff Financial Planning, LLC Spdr S&P Kensho New Economies Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding KOMP
# of Institutions
139Shares Held
39MCall Options Held
300Put Options Held
6.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$1.85 Billion3.46% of portfolio
-
Betterment LLC New York, NY1.67MShares$90.5 Million0.2% of portfolio
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Strategic Advocates LLC Logan, UT496KShares$26.8 Million8.76% of portfolio
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Morgan Stanley New York, NY216KShares$11.7 Million0.0% of portfolio
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Mariner, LLC Overland Park, KS171KShares$9.27 Million0.02% of portfolio