Solano Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Solano Wealth Management, Inc.
- $183 Billion
- Q2 2024
A detailed history of Solano Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Solano Wealth Management, Inc. holds 209,076 shares of SPTM stock, worth $16.9 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
209,076
Previous 195,081
7.17%
Holding current value
$16.9 Million
Previous $12.5 Billion
10.85%
% of portfolio
7.6%
Previous 7.02%
Shares
6 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$658 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$260 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$241 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$233 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$222 Million2.9% of portfolio