Perfromance Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
631Shares Held
85.1MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$643 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$259 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$251 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$217 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$197 Million0.06% of portfolio