Balance Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Balance Wealth, LLC
- $312 Billion
- Q4 2025
A detailed history of Balance Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Balance Wealth, LLC holds 4,268 shares of SPTM stock, worth $346,433. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,268Holding current value
$346,433% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
768Shares Held
98.4MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
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Cwm, LLC3.13MShares$254 Million0.76% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
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Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio