Golden State Wealth Management, LLC Spdr Portfolio Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 52,014 shares of SPMD stock, worth $2.83 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
52,014
Previous 122,209
57.44%
Holding current value
$2.83 Million
Previous $5.76 Million
49260.35%
% of portfolio
0.43%
Previous 1.13%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio