Spartan Planning & Wealth Management Spdr Bloomberg International T Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 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 176,993 shares of BWX stock, worth $4.11 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
176,993
Previous 107,507
64.63%
Holding current value
$4.11 Million
Previous $2.35 Million
76.97%
% of portfolio
3.72%
Previous 2.37%
Shares
6 transactions
Others Institutions Holding BWX
# of Institutions
147Shares Held
33.6MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A66.37MShares$148 Million0.14% of portfolio
-
Argi Investment Services, LLC5.03MShares$117 Million6.46% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$89.2 Million9.14% of portfolio
-
Annex Advisory Services, LLC3.13MShares$72.7 Million2.42% of portfolio
-
Morgan Stanley New York, NY2.15MShares$49.9 Million0.0% of portfolio