Wfa Of San Diego, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wfa Of San Diego, LLC
- $109 Million
- Q2 2024
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 7,697 shares of SPTM stock, worth $537,250. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,697
Previous 11,548
33.35%
Holding current value
$537,250
Previous $606,000
15.84%
% of portfolio
0.47%
Previous 0.64%
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