Impact Partnership Wealth, LLC Spdr Portfolio Transaction History
Impact Partnership Wealth, LLC
- $443 Billion
- Q3 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 334,200 shares of SPMD stock, worth $18.8 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
334,200
Previous 283,533
17.87%
Holding current value
$18.8 Million
Previous $14.5 Billion
25.64%
% of portfolio
4.12%
Previous 3.82%
Shares
5 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