Wilson & Boucher Capital Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wilson & Boucher Capital Management, LLC
- $141 Billion
- Q4 2024
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 $323,232. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,800
-0.0%
Holding current value
$323,232
Previous $336 Million
1.96%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
689Shares Held
90MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.17MShares$550 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$234 Million1.8% of portfolio
-
Cwm, LLC3.16MShares$213 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$203 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$179 Million2.76% of portfolio