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 $275,183. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,592
-0.0%
Holding current value
$275,183
Previous $244,000
10.25%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
718Shares Held
92.5MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$626 Million0.23% of portfolio
-
Cwm, LLC3.21MShares$246 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$231 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$210 Million2.9% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$199 Million4.66% of portfolio