Wealthquest Corp Spdr Portfolio S&P 1500 Compos Transaction History
Wealthquest Corp
- $781 Million
- Q1 2024
A detailed history of Wealthquest Corp transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wealthquest Corp holds 981,855 shares of SPTM stock, worth $65.1 Million. This represents 8.07% of its overall portfolio holdings.
Number of Shares
981,855
Previous 939,697
4.49%
Holding current value
$65.1 Million
Previous $54.9 Million
14.67%
% of portfolio
8.07%
Previous 7.42%
Shares
12 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