1900 Wealth Management LLC Spdr Portfolio Transaction History
1900 Wealth Management LLC
- $1.05 Billion
- Q1 2024
A detailed history of 1900 Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, 1900 Wealth Management LLC holds 415,063 shares of SPMD stock, worth $21.3 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
415,063
Previous 246,296
68.52%
Holding current value
$21.3 Million
Previous $12 Million
84.51%
% of portfolio
2.1%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.4 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$745 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$579 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio