Ridgeline Wealth Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 10,879 shares of SPTM stock, worth $798,518. This represents 0.74% of its overall portfolio holdings.
Number of Shares
10,879Holding current value
$798,518% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
642Shares Held
86.8MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$640 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$258 Million1.82% of portfolio
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Cwm, LLC3.4MShares$249 Million1.02% of portfolio
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Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
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Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio