Flagship Private Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Flagship Private Wealth, LLC
- $233 Million
- Q2 2025
A detailed history of Flagship Private Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 2,873 shares of SPTM stock, worth $234,034. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,873
Previous 2,873
-0.0%
Holding current value
$234,034
Previous $215,000
-0.0%
% of portfolio
0.09%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
94.8MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$662 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$261 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$242 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$235 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$223 Million2.9% of portfolio