Spartan Planning & Wealth Management ETF Ser Solutions Clearshares Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
A detailed history of Spartan Planning & Wealth Management transactions in ETF Ser Solutions Clearshares stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 12,052 shares of OPER stock, worth $1.21 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
12,052
Previous 44,881
73.15%
Holding current value
$1.21 Million
Previous $4.49 Million
73.15%
% of portfolio
1.22%
Previous 4.25%
Shares
8 transactions
Others Institutions Holding OPER
# of Institutions
31Shares Held
1.09MCall Options Held
0Put Options Held
0-
U.S. Capital Wealth Advisors, LLC Austin, TX376KShares$37.7 Million1.24% of portfolio
-
Envestnet Asset Management Inc192KShares$19.2 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC143KShares$14.3 Million2.7% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC104KShares$10.4 Million0.25% of portfolio
-
Cic Wealth, LLC Rockville, MD46.6KShares$4.67 Million1.21% of portfolio