Ridgeline Wealth Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
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 $869,667. This represents 0.67% of its overall portfolio holdings.
Number of Shares
10,879
Previous 10,879
-0.0%
Holding current value
$869,667
Previous $740 Million
10.12%
% of portfolio
0.67%
Previous 0.73%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
733Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$250 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio