Wealth Enhancement & Preservation Of Ga, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$658 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$260 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$241 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$233 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$222 Million2.9% of portfolio