Modera Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Modera Wealth Management, LLC holds 31,552 shares of SPTM stock, worth $2.24 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,552
Previous 5,634
460.03%
Holding current value
$2.24 Million
Previous $394,000
471.83%
% of portfolio
0.03%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
677Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$595 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$246 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$238 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$215 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$189 Million0.06% of portfolio