Fortress Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Fortress Wealth Management, Inc.
- $164 Million
- Q1 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 $256,899. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,592
-0.0%
Holding current value
$256,899
Previous $256,000
4.69%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
701Shares Held
92.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$584 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$231 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$226 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$216 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$190 Million2.76% of portfolio