Fortress Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 3,592 shares of SPTM stock, worth $262,000. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,592
-0.0%
Holding current value
$262,000
Previous $251,000
1.99%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
675Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$613 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$253 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$245 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$221 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$194 Million0.06% of portfolio