Watershed Private Wealth LLC Spdr Portfolio Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Watershed Private Wealth LLC holds 26,436 shares of SPMD stock, worth $1.41 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
26,436
Previous 27,315
3.22%
Holding current value
$1.41 Million
Previous $1.46 Billion
6.92%
% of portfolio
0.58%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.71 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$865 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$658 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$309 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$306 Million10.91% of portfolio