Freedom Wealth Alliance, LLC Spdr Portfolio Transaction History
Freedom Wealth Alliance, LLC
- $60.8 Billion
- Q3 2023
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
718Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio