Moulton Wealth Management, Inc Spdr Portfolio S&P 1500 Compos Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
635Shares Held
85.1MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$642 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$258 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$250 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$217 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$197 Million0.06% of portfolio