Seaside Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 23,405 shares of SPTM stock, worth $1.63 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
23,405
Previous 23,450
0.19%
Holding current value
$1.63 Million
Previous $1.5 Million
3.19%
% of portfolio
0.64%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$613 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio