Total Wealth Planning & Management, Inc. Spdr Ser Tr S&P Transn ETF Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr Ser Tr S&P Transn ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,665 shares of XTN stock, worth $305,037. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,665
Previous 3,665
-0.0%
Holding current value
$305,037
Previous $271 Million
8.99%
% of portfolio
0.24%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
85Shares Held
520KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY67.4KShares$5.61 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC58.1KShares$4.84 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA44.5KShares$3.7 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY31.9KShares$2.65 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN26.5KShares$2.2 Million0.0% of portfolio