Napa Wealth Management Spdr Portfolio Transaction History
Napa Wealth Management
- $184 Billion
- Q4 2023
A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 6,400 shares of SPMD stock, worth $324,864. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,400Holding current value
$324,864% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.36 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$737 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$573 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$295 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$292 Million10.91% of portfolio