Fortress Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 2025
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 $291,059. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,592
-0.0%
Holding current value
$291,059
Previous $244,000
10.25%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$658 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$260 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$241 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$233 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$222 Million2.9% of portfolio