Pasadena Private Wealth, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Pasadena Private Wealth, LLC
- $574 Million
- Q3 2025
A detailed history of Pasadena Private Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 6,520 shares of SPTM stock, worth $529,228. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,520
Previous 6,520
-0.0%
Holding current value
$529,228
Previous $488,000
7.58%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
761Shares Held
98.1MCall 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