Arete Wealth Advisors, LLC Spdr Portfolio Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 10,494 shares of SPMD stock, worth $543,169. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,494
Previous 5,140
104.16%
Holding current value
$543,169
Previous $280,000
105.0%
% of portfolio
0.04%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio