Wealthcare Advisory Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 2,113,076 shares of SPTM stock, worth $140 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
2,113,076
Previous 2,084,099
1.39%
Holding current value
$140 Million
Previous $122 Million
11.28%
% of portfolio
4.51%
Previous 4.88%
Shares
24 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$559 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$244 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$218 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$199 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$185 Million0.07% of portfolio