Ridgeline Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Ridgeline Wealth, LLC
- $135 Billion
- Q3 2025
A detailed history of Ridgeline Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 5,494 shares of SPTM stock, worth $445,947. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,494
Previous 5,537
0.78%
Holding current value
$445,947
Previous $415 Million
6.85%
% of portfolio
0.33%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio