Adams Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Adams Wealth Management
- $433 Million
- Q3 2024
A detailed history of Adams Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Adams Wealth Management holds 5,276 shares of SPTM stock, worth $381,296. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,276
Previous 4,858
8.6%
Holding current value
$381,296
Previous $322,000
14.6%
% of portfolio
0.09%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$630 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$246 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio