Spartan Planning & Wealth Management Spdr Portfolio S&P 1500 Compos Call Options Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$566 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$247 Million1.92% of portfolio
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Cwm, LLC3.28MShares$220 Million1.02% of portfolio
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Private Advisor Group, LLC3MShares$202 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$187 Million0.07% of portfolio