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 $241,885. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,592
-0.0%
Holding current value
$241,885
Previous $256,000
4.69%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
687Shares Held
89.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$566 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$234 Million1.8% of portfolio
-
Cwm, LLC3.16MShares$213 Million0.86% of portfolio
-
Private Advisor Group, LLC3.03MShares$204 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.66MShares$179 Million2.76% of portfolio