Legacy Capital Group California, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Capital Group California, Inc.
- $301 Billion
- Q3 2024
A detailed history of Legacy Capital Group California, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 59,227 shares of SPTM stock, worth $4.2 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
59,227
Previous 29,962
97.67%
Holding current value
$4.2 Million
Previous $1.99 Billion
108.73%
% of portfolio
1.38%
Previous 0.72%
Shares
7 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