Legacy Wealth Managment, Llc/Id Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 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 $4,434. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54
Previous 54
-0.0%
Holding current value
$4,434
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
743Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$667 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$257 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$244 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$236 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$231 Million2.99% of portfolio