Total Wealth Planning & Management, Inc. Spdr Ser Tr S&P Transn ETF Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 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 $281,472. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,665
Previous 3,610
1.52%
Holding current value
$281,472
Previous $313 Million
13.49%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
97Shares Held
849KCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3348KShares$26.7 Million0.4% of portfolio
-
Morgan Stanley New York, NY55KShares$4.22 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.8KShares$3.67 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO32.1KShares$2.47 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA30.5KShares$2.34 Million0.0% of portfolio