Vision Point Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Vision Point Advisory Group, LLC
- $267 Million
- Q2 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 408,853 shares of SPTM stock, worth $28.5 Million. This represents 10.17% of its overall portfolio holdings.
Number of Shares
408,853
Previous 416,204
1.77%
Holding current value
$28.5 Million
Previous $26.7 Million
1.6%
% of portfolio
10.17%
Previous 10.18%
Shares
16 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$613 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio