Outlook Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 5,359 shares of SPTM stock, worth $362,214. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,359
Previous 3,868
38.55%
Holding current value
$362,214
Previous $270,000
41.48%
% of portfolio
0.13%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
681Shares Held
93.9MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$568 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$235 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$227 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$205 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$180 Million0.06% of portfolio