Aviso Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Aviso Wealth Management
- $224 Million
- Q3 2025
A detailed history of Aviso Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aviso Wealth Management holds 3,020 shares of SPTM stock, worth $245,133. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,020
Previous 3,020
-0.0%
Holding current value
$245,133
Previous $226,000
7.52%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio