A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,000 shares of SPTM stock, worth $216,990. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,000
Holding current value
$216,990
% of portfolio
0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$63.28 - $70.06 $189,840 - $210,180
3,000 New
3,000 $210 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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