Spectrum Planning & Advisory Services Inc. Ishares S&P 100 ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 16,454 shares of OEF stock, worth $4.38 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
16,454
Previous 7,559
117.67%
Holding current value
$4.38 Million
Previous $2.01 Million
117.76%
% of portfolio
2.95%
Previous 1.51%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
1,091Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio