Bip Wealth, LLC Spdr Portfolio Transaction History
Bip Wealth, LLC
- $1.47 Trillion
- Q3 2024
A detailed history of Bip Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bip Wealth, LLC holds 23,832 shares of SPMD stock, worth $1.3 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,832
Previous 18,327
30.04%
Holding current value
$1.3 Million
Previous $940 Million
38.6%
% of portfolio
0.09%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$945 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$667 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio