Fsa Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 2024
A detailed history of Fsa Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fsa Wealth Management LLC holds 20,822 shares of SPTM stock, worth $1.48 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
20,822
Previous 21,375
2.59%
Holding current value
$1.48 Million
Previous $1.25 Million
6.89%
% of portfolio
0.58%
Previous 0.59%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
610Shares Held
85.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$622 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$247 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$241 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$209 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.64MShares$187 Million0.06% of portfolio