Spartan Planning & Wealth Management Spdr Ser Tr Spdr Portfolio Tip Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 296 shares of SPIP stock, worth $7,533. This represents 0.01% of its overall portfolio holdings.
Number of Shares
296
Previous 37,062
99.2%
Holding current value
$7,533
Previous $920,000
99.24%
% of portfolio
0.01%
Previous 1.1%
Shares
6 transactions
Others Institutions Holding SPIP
# of Institutions
253Shares Held
35.2MCall Options Held
1.3KPut Options Held
21.7K-
Lincoln National Corp8.35MShares$213 Million3.42% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA3.54MShares$90 Million0.12% of portfolio
-
State Street Corp Boston, MA1.99MShares$50.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.62MShares$41.3 Million0.02% of portfolio
-
Great Valley Advisor Group, Inc.1.19MShares$30.3 Million0.95% of portfolio