Spartan Planning & Wealth Management ETF Ser Solutions Clearshares Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 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 3,837 shares of OPER stock, worth $384,659. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,837
Previous 12,052
68.16%
Holding current value
$384,659
Previous $1.21 Million
68.16%
% of portfolio
0.34%
Previous 1.22%
Shares
9 transactions
Others Institutions Holding OPER
# of Institutions
28Shares Held
970KCall Options Held
0Put Options Held
0-
U.S. Capital Wealth Advisors, LLC Austin, TX365KShares$36.6 Million1.14% of portfolio
-
Envestnet Asset Management Inc167KShares$16.7 Million0.01% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC104KShares$10.5 Million0.22% of portfolio
-
Silver Oak Securities, Inc Jackson, TN50.9KShares$5.11 Million0.45% of portfolio
-
Cic Wealth, LLC Rockville, MD46.6KShares$4.68 Million1.21% of portfolio