Emergent Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Emergent Wealth Advisors, LLC
- $173 Billion
- Q3 2025
A detailed history of Emergent Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 3,637 shares of SPTM stock, worth $290,741. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,637
Previous 2,739
32.79%
Holding current value
$290,741
Previous $205 Million
42.99%
% of portfolio
0.17%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
737Shares Held
94.9MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$250 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio