Bartlett & Co. Wealth Management LLC Spdr Portfolio Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 460 shares of SPMD stock, worth $25,033. This represents 0.0% of its overall portfolio holdings.
Number of Shares
460
Previous 462
0.43%
Holding current value
$25,033
Previous $25.3 Million
0.42%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio