Michael A. Dubis Financial Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 41,295 shares of SPTM stock, worth $2.84 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
41,295Holding current value
$2.84 Million% of portfolio
2.85%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
679Shares Held
93.5MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$578 Million0.25% of portfolio
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Huntington National Bank Columbus, OH3.47MShares$239 Million1.8% of portfolio
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Cwm, LLC3.36MShares$231 Million1.0% of portfolio
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Private Advisor Group, LLC3.03MShares$208 Million1.24% of portfolio
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Envestnet Asset Management Inc2.66MShares$183 Million0.06% of portfolio