Fortress Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortress Wealth Management, Inc.
- $164 Million
- Q1 2025
A detailed history of Fortress Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 7,490 shares of SPDW stock, worth $298,176. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,490
Previous 7,490
-0.0%
Holding current value
$298,176
Previous $255,000
6.67%
% of portfolio
0.17%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio