Act Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Act Wealth Management, LLC
- $284 Million
- Q3 2025
A detailed history of Act Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Act Wealth Management, LLC holds 39,406 shares of SPGM stock, worth $2.99 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
39,406
Previous 39,546
0.35%
Holding current value
$2.99 Million
Previous $2.73 Million
8.17%
% of portfolio
1.04%
Previous 1.16%
Shares
19 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI374KShares$28.4 Million1.89% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio