Wilson & Boucher Capital Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wilson & Boucher Capital Management, LLC
- $145 Billion
- Q3 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 $343,728. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,800
-0.0%
Holding current value
$343,728
Previous $318 Million
5.59%
% of portfolio
0.23%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$624 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$251 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$243 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$211 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$191 Million0.06% of portfolio