Spartan Planning & Wealth Management Spdr Bloomberg International T Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 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 107,507 shares of BWX stock, worth $2.35 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
107,507
Previous 42,979
150.14%
Holding current value
$2.35 Million
Previous $919,000
155.6%
% of portfolio
2.37%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding BWX
# of Institutions
144Shares Held
29.1MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A67.12MShares$156 Million0.14% of portfolio
-
Argi Investment Services, LLC4.59MShares$100 Million6.8% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$84 Million9.14% of portfolio
-
Morgan Stanley New York, NY1.99MShares$43.6 Million0.0% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA1.4MShares$30.6 Million1.76% of portfolio