Vision Point Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 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 344,654 shares of SPTM stock, worth $24.5 Million. This represents 8.78% of its overall portfolio holdings.
Number of Shares
344,654
Previous 408,853
15.7%
Holding current value
$24.5 Million
Previous $27.1 Million
10.99%
% of portfolio
8.78%
Previous 10.17%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
606Shares Held
85.2MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$625 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$248 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$242 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$210 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.64MShares$188 Million0.06% of portfolio