Bogart Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bogart Wealth, LLC holds 236 shares of SPTM stock, worth $15,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
236
Previous 36
555.56%
Holding current value
$15,892
Previous $2,000
700.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
687Shares Held
89.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$566 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$234 Million1.8% of portfolio
-
Cwm, LLC3.16MShares$213 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$203 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$179 Million2.76% of portfolio