Investment Planning Advisors, Inc. Spdr Index Shs Fds S Spdr Port Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 24,712 shares of SPGM stock, worth $1.63 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,712
Previous 5,750
329.77%
Holding current value
$1.63 Million
Previous $372,000
320.7%
% of portfolio
0.78%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
9.84MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$150 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$86.7 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$52.4 Million0.29% of portfolio
-
Independent Advisor Alliance465KShares$30.6 Million0.41% of portfolio
-
Mariner, LLC Overland Park, KS418KShares$27.5 Million0.05% of portfolio