Spartan Planning & Wealth Management Spdr Bloomberg International T Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
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 112,565 shares of BWX stock, worth $2.42 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
112,565
Previous 42,532
164.66%
Holding current value
$2.42 Million
Previous $903,000
188.93%
% of portfolio
2.91%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding BWX
# of Institutions
136Shares Held
30.2MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A66.64MShares$143 Million0.14% of portfolio
-
Argi Investment Services, LLC4.1MShares$88.1 Million8.08% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$82.6 Million9.14% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA3.77MShares$81 Million4.95% of portfolio
-
Morgan Stanley New York, NY2.06MShares$44.3 Million0.0% of portfolio