Fortress Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 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 $308,737. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,490
Previous 7,490
-0.0%
Holding current value
$308,737
Previous $272,000
11.4%
% of portfolio
0.17%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio