Private Wealth Management Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 231 shares of SPTM stock, worth $17,789. This represents 0.01% of its overall portfolio holdings.
Number of Shares
231
Previous 231
-0.0%
Holding current value
$17,789
Previous $15.7 Million
10.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
714Shares Held
93.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$629 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$249 Million1.64% of portfolio
-
Cwm, LLC3.21MShares$247 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$211 Million2.9% of portfolio