Broadway Wealth Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Broadway Wealth Solutions, Inc.
- $161 Billion
- Q2 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 4,501 shares of SPTM stock, worth $369,622. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,501
Previous 4,668
3.58%
Holding current value
$369,622
Previous $317 Million
6.18%
% of portfolio
0.21%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
746Shares Held
94.8MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$667 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$257 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$244 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$236 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$231 Million2.99% of portfolio