Spartan Planning & Wealth Management Spdr Bloomberg International T Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 107,507 shares of BWX stock, worth $2.48 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
107,507
Previous 42,979
150.14%
Holding current value
$2.48 Million
Previous $919,000
155.6%
% of portfolio
2.37%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding BWX
# of Institutions
141Shares Held
29.6MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A67.12MShares$164 Million0.14% of portfolio
-
Argi Investment Services, LLC5.03MShares$116 Million6.46% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$88.7 Million9.14% of portfolio
-
Morgan Stanley New York, NY1.99MShares$46 Million0.0% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA1.61MShares$37.2 Million1.87% of portfolio