Total Wealth Planning & Management, Inc. Spdr Ser Tr S&P Transn ETF Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr Ser Tr S&P Transn ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,665 shares of XTN stock, worth $300,346. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,665
Previous 3,665
-0.0%
Holding current value
$300,346
Previous $271 Million
8.99%
% of portfolio
0.24%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
92Shares Held
776KCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3300KShares$24.6 Million0.33% of portfolio
-
Morgan Stanley New York, NY55KShares$4.51 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.8KShares$3.91 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO32.1KShares$2.63 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA30.5KShares$2.5 Million0.0% of portfolio