Spartan Planning & Wealth Management Spdr Bloomberg International T Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 42,979 shares of BWX stock, worth $941,240. This represents 0.87% of its overall portfolio holdings.
Number of Shares
42,979
Previous 112,565
61.82%
Holding current value
$941,240
Previous $2.61 Million
64.78%
% of portfolio
0.87%
Previous 2.91%
Shares
4 transactions
Others Institutions Holding BWX
# of Institutions
142Shares Held
29MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A67.12MShares$156 Million0.14% of portfolio
-
Argi Investment Services, LLC4.59MShares$101 Million6.8% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$84.2 Million9.14% of portfolio
-
Morgan Stanley New York, NY1.99MShares$43.7 Million0.0% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA1.4MShares$30.7 Million1.76% of portfolio