Wr Wealth Planners, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,039 shares of SPTM stock, worth $76,189. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,039
Previous 1,039
-0.0%
Holding current value
$76,189
Previous $68,000
5.88%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$639 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$249 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio