Legacy Wealth Managment, Llc/Id Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 54 shares of SPTM stock, worth $3,862. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54
Previous 254
78.74%
Holding current value
$3,862
Previous $18,000
83.33%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
701Shares Held
92.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$584 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$231 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$226 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$216 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$190 Million2.76% of portfolio