Wingate Wealth Advisors, Inc. Spdr Portfolio Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 1,261 shares of SPMD stock, worth $70,880. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,261Holding current value
$70,880% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
710Shares Held
194MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$724 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio