Act Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Act Wealth Management, LLC
- $236 Million
- Q2 2025
A detailed history of Act Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Act Wealth Management, LLC holds 39,546 shares of SPGM stock, worth $2.73 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
39,546
Previous 36,451
8.49%
Holding current value
$2.73 Million
Previous $2.28 Million
19.91%
% of portfolio
1.16%
Previous 1.03%
Shares
18 transactions
Others Institutions Holding SPGM
# of Institutions
142Shares Held
9.53MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.35MShares$162 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.38MShares$94.8 Million0.74% of portfolio
-
Mariner, LLC Overland Park, KS431KShares$29.7 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY420KShares$29 Million0.01% of portfolio
-
Peak Financial Management, Inc.372KShares$25.7 Million7.03% of portfolio