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 $347,027. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,501
Previous 4,668
3.58%
Holding current value
$347,027
Previous $317 Million
6.18%
% of portfolio
0.21%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
716Shares Held
93.6MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$630 Million0.23% of portfolio
-
Cwm, LLC3.21MShares$247 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$229 Million0.19% of portfolio
-
Valmark Advisers, Inc.2.74MShares$211 Million2.9% of portfolio