Simplicity Wealth,Llc Spdr Portfolio S&P 1500 Compos Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Simplicity Wealth,Llc holds 20,173 shares of SPTM stock, worth $1.44 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,173
Previous 46,567
56.68%
Holding current value
$1.44 Million
Previous $3.09 Million
54.26%
% of portfolio
0.14%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SPTM
# of Institutions
606Shares Held
85.2MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$625 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$248 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$242 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$210 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.64MShares$188 Million0.06% of portfolio