Horizon Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Horizon Wealth Management, LLC
- $539 Million
- Q3 2025
A detailed history of Horizon Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 2,776 shares of SPTM stock, worth $225,327. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,776
Previous 2,776
-0.0%
Holding current value
$225,327
Previous $207,000
7.73%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.2MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio