Triad Financial Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
606Shares Held
84.3MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$614 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
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Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
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Envestnet Asset Management Inc2.64MShares$185 Million0.06% of portfolio