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 $927,486. This represents 0.87% of its overall portfolio holdings.
Number of Shares
42,979
Previous 112,565
61.82%
Holding current value
$927,486
Previous $2.61 Million
64.78%
% of portfolio
0.87%
Previous 2.91%
Shares
4 transactions
Others Institutions Holding BWX
# of Institutions
142Shares Held
29MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A67.12MShares$154 Million0.14% of portfolio
-
Argi Investment Services, LLC4.59MShares$99.1 Million6.8% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$82.9 Million9.14% of portfolio
-
Morgan Stanley New York, NY1.99MShares$43 Million0.0% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA1.4MShares$30.3 Million1.76% of portfolio