Spring Vest Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 6,942 shares of SPTM stock, worth $496,491. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,942
Previous 6,931
0.16%
Holding current value
$496,491
Previous $495 Million
4.64%
% of portfolio
0.39%
Previous 0.42%
Shares
2 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$584 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$231 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$226 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$216 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$190 Million2.76% of portfolio