Mascoma Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Mascoma Wealth Management LLC
- $389 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
680Shares Held
91.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$562 Million0.25% of portfolio
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Huntington National Bank Columbus, OH3.47MShares$232 Million1.8% of portfolio
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Cwm, LLC3.36MShares$225 Million1.0% of portfolio
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Private Advisor Group, LLC3.03MShares$203 Million1.24% of portfolio
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Envestnet Asset Management Inc2.66MShares$178 Million0.06% of portfolio