Ridgeline Wealth Planning, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Ridgeline Wealth Planning, LLC
- $102 Billion
- Q1 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 $786,878. This represents 0.73% of its overall portfolio holdings.
Number of Shares
10,879
Previous 10,879
-0.0%
Holding current value
$786,878
Previous $777 Million
4.79%
% of portfolio
0.73%
Previous 0.74%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
701Shares Held
92.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$591 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$234 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$228 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$219 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$192 Million2.76% of portfolio