Arkadios Wealth Advisors Spdr Portfolio Transaction History
Arkadios Wealth Advisors
- $2.49 Billion
- Q1 2025
A detailed history of Arkadios Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Arkadios Wealth Advisors holds 16,750 shares of SPMD stock, worth $882,557. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,750
Previous 10,987
52.45%
Holding current value
$882,557
Previous $600,000
42.83%
% of portfolio
0.03%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio