Broadway Wealth Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Broadway Wealth Solutions, Inc.
- $178 Billion
- Q3 2025
A detailed history of Broadway Wealth Solutions, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 4,606 shares of SPTM stock, worth $373,869. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,606
Previous 4,501
2.33%
Holding current value
$373,869
Previous $337 Million
10.21%
% of portfolio
0.21%
Previous 0.21%
Shares
4 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
-
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