Fortress Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Fortress Wealth Management, Inc.
- $173 Million
- Q2 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 $251,152. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,592
-0.0%
Holding current value
$251,152
Previous $230,000
3.48%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
606Shares Held
84.3MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$614 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$241 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$207 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$185 Million0.06% of portfolio