Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Bridgewealth Advisory Group, LLC
- $226 Billion
- Q2 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 180,085 shares of SPTM stock, worth $12.6 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
180,085
Previous 166,133
8.4%
Holding current value
$12.6 Million
Previous $10.7 Billion
12.12%
% of portfolio
5.29%
Previous 5.22%
Shares
7 transactions
Others Institutions Holding SPTM
# of Institutions
611Shares Held
86.3MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$613 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$237 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$206 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio