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 $251,199. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,665
Previous 3,610
1.52%
Holding current value
$251,199
Previous $313 Million
13.49%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
98Shares Held
1.01MCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3348KShares$23.9 Million0.42% of portfolio
-
Cercano Management LLC Bellevue, WA85.4KShares$5.86 Million0.2% of portfolio
-
Morgan Stanley New York, NY75.7KShares$5.19 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC63.1KShares$4.32 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC62KShares$4.25 Million0.0% of portfolio