Evensky & Katz LLC Spdr Portfolio S&P 1500 Compos Transaction History
Evensky & Katz LLC
- $1.53 Billion
- Q4 2024
A detailed history of Evensky & Katz LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Evensky & Katz LLC holds 146,865 shares of SPTM stock, worth $9.4 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
146,865
Previous 151,975
3.36%
Holding current value
$9.4 Million
Previous $10.6 Million
1.47%
% of portfolio
0.69%
Previous 0.69%
Shares
28 transactions
Others Institutions Holding SPTM
# of Institutions
688Shares Held
93.2MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$538 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$222 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$215 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$194 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$170 Million0.06% of portfolio