Forvis Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,810 shares of SPTM stock, worth $681,108. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,810
Previous 9,378
4.61%
Holding current value
$681,108
Previous $601,000
8.15%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$610 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$242 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$239 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$206 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio