Wellington Wealth Strategies, Llc. Spdr Portfolio Transaction History
Wellington Wealth Strategies, Llc.
- $23.8 Billion
- Q2 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 7,214 shares of SPMD stock, worth $393,018. This represents 1.55% of its overall portfolio holdings.
Number of Shares
7,214Holding current value
$393,018% of portfolio
1.55%Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.8 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$886 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$673 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$316 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio