Moss Adams Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History
Moss Adams Wealth Advisors LLC
- $913 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
631Shares Held
85.4MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$617 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$248 Million1.82% of portfolio
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Cwm, LLC3.4MShares$240 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$209 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$189 Million0.06% of portfolio