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 $326,414. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,490
Previous 7,490
-0.0%
Holding current value
$326,414
Previous $272,000
11.4%
% of portfolio
0.17%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio