Wfa Of San Diego, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 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 7,427 shares of SPTM stock, worth $519,964. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,427
Previous 7,697
3.51%
Holding current value
$519,964
Previous $510,000
1.96%
% of portfolio
0.45%
Previous 0.47%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
679Shares Held
93.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$588 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$243 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$235 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$212 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$187 Million0.06% of portfolio