Spartan Planning & Wealth Management Spdr Bloomberg International T Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
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 42,979 shares of BWX stock, worth $909,865. This represents 0.87% of its overall portfolio holdings.
Number of Shares
42,979
Previous 112,565
61.82%
Holding current value
$909,865
Previous $2.61 Million
64.78%
% of portfolio
0.87%
Previous 2.91%
Shares
4 transactions
Others Institutions Holding BWX
# of Institutions
139Shares Held
30.2MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A66.64MShares$141 Million0.14% of portfolio
-
Argi Investment Services, LLC4.1MShares$86.8 Million8.08% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$81.4 Million9.14% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA3.77MShares$79.8 Million4.95% of portfolio
-
Morgan Stanley New York, NY2.06MShares$43.6 Million0.0% of portfolio