Fingerlakes Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 33,248 shares of SPTM stock, worth $2.43 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
33,248
Previous 34,147
2.63%
Holding current value
$2.43 Million
Previous $2.27 Million
2.83%
% of portfolio
1.95%
Previous 2.04%
Shares
12 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$249 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio