Napa Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Napa Wealth Management
- $184 Billion
- Q4 2023
A detailed history of Napa Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Napa Wealth Management holds 7,966 shares of SPTM stock, worth $532,049. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,966Holding current value
$532,049% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$563 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$245 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$219 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$186 Million0.07% of portfolio