Root Financial Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Root Financial Partners, LLC holds 17,875 shares of SPTM stock, worth $1.29 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,875
Previous 4,409 305.42%
Holding current value
$1.29 Million
Previous $293 Million 328.08%
% of portfolio
0.2%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $852,128 - $943,427
13,466 Added 305.42%
17,875 $1.25 Billion
Q2 2024

Aug 02, 2024
BUY
$60.69 - $66.83 $267,582 - $294,653
4,409 New
4,409 $293 Million

Others Institutions Holding SPTM

# of Institutions
612
Shares Held
86.4M
Call Options Held
11.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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