My Personal Cfo, LLC Spdr Portfolio S&P 1500 Compos Transaction History
My Personal Cfo, LLC
- $172 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$624 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$251 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$243 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$211 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$191 Million0.06% of portfolio