Atlas Private Wealth Advisors Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $680 Million
- Q3 2024
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,285,575 shares of SPMD stock, worth $72.4 Million. This represents 10.34% of its overall portfolio holdings.
Number of Shares
1,285,575
Previous 1,291,251
0.44%
Holding current value
$72.4 Million
Previous $66.2 Million
6.12%
% of portfolio
10.34%
Previous 10.78%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio