Kaufman Rossin Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Kaufman Rossin Wealth, LLC
- $158 Billion
- Q2 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 3,177 shares of SPTM stock, worth $244,660. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,177Holding current value
$244,660% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
714Shares Held
93.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$629 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$249 Million1.64% of portfolio
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Cwm, LLC3.21MShares$247 Million0.85% of portfolio
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Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
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Valmark Advisers, Inc.2.74MShares$211 Million2.9% of portfolio