Legacy Wealth Management, LLC / Ms Spdr Portfolio S&P 1500 Compos Transaction History

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 7,027 shares of SPTM stock, worth $514,516. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,027
Previous 3,781 85.85%
Holding current value
$514,516
Previous $251 Million 96.24%
% of portfolio
0.18%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024
BUY
$63.28 - $70.06 $205,406 - $227,414
3,246 Added 85.85%
7,027 $492 Million
Q1 2024

Dec 12, 2024
BUY
$57.38 - $64.15 $216,953 - $242,551
3,781 New
3,781 $243 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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