Mbe Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Mbe Wealth Management, LLC
- $175 Million
- Q3 2024
A detailed history of Mbe Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 10,908 shares of SPTM stock, worth $798,683. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,908
Previous 10,896
0.11%
Holding current value
$798,683
Previous $722,000
5.82%
% of portfolio
0.44%
Previous 0.45%
Shares
20 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$249 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio