Wilson & Boucher Capital Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wilson & Boucher Capital Management, LLC
- $134 Billion
- Q1 2025
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 4,800 shares of SPTM stock, worth $360,288. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,800
-0.0%
Holding current value
$360,288
Previous $343 Million
4.79%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
700Shares Held
92.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$613 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$243 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$237 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$227 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$199 Million2.76% of portfolio