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 $786,007. This represents 0.74% of its overall portfolio holdings.
Number of Shares
10,879Holding current value
$786,007% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
676Shares Held
93.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$607 Million0.25% of portfolio
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Huntington National Bank Columbus, OH3.47MShares$251 Million1.8% of portfolio
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Cwm, LLC3.36MShares$243 Million1.0% of portfolio
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Private Advisor Group, LLC3.03MShares$219 Million1.24% of portfolio
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Envestnet Asset Management Inc2.66MShares$193 Million0.06% of portfolio