Slate Stone Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Slate Stone Wealth, LLC
- $923 Million
- Q2 2024
A detailed history of Slate Stone Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 8,805 shares of SPTM stock, worth $624,714. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,805
Previous 8,835
0.34%
Holding current value
$624,714
Previous $567,000
3.0%
% of portfolio
0.06%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding SPTM
# of Institutions
613Shares Held
85.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$623 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$248 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$188 Million0.06% of portfolio