Olio Financial Planning Spdr Portfolio S&P 1500 Compos Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Olio Financial Planning holds 11,712 shares of SPTM stock, worth $846,426. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,712
Previous 11,712
-0.0%
Holding current value
$846,426
Previous $777,000
5.53%
% of portfolio
0.31%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$630 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$246 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio