Wiser Wealth Management, Inc Spdr Portfolio S&P 1500 Compos Transaction History
Wiser Wealth Management, Inc
- $322 Million
- Q2 2024
A detailed history of Wiser Wealth Management, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 10,122 shares of SPTM stock, worth $702,770. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,122
Previous 10,315
1.87%
Holding current value
$702,770
Previous $661,000
1.51%
% of portfolio
0.21%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$610 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$242 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$239 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$206 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio