Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,110 shares of SPMD stock, worth $791,008. This represents 0.51% of its overall portfolio holdings.
Number of Shares
15,110
Previous 14,074
7.36%
Holding current value
$791,008
Previous $751 Million
3.26%
% of portfolio
0.51%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.65 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$851 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$647 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$304 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$301 Million10.91% of portfolio