Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Bridgewealth Advisory Group, LLC
- $354 Billion
- Q4 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 226,297 shares of SPTM stock, worth $15.3 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
226,297
Previous 193,354
17.04%
Holding current value
$15.3 Million
Previous $13.5 Billion
24.0%
% of portfolio
4.75%
Previous 4.92%
Shares
9 transactions
Others Institutions Holding SPTM
# of Institutions
681Shares Held
93.5MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$568 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$235 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$227 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$205 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$180 Million0.06% of portfolio