Arq Wealth Advisors, LLC Spdr Portfolio Transaction History
Arq Wealth Advisors, LLC
- $259 Million
- Q3 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 119,567 shares of SPMD stock, worth $6.57 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
119,567
Previous 108,746
9.95%
Holding current value
$6.57 Million
Previous $5.58 Million
17.19%
% of portfolio
2.52%
Previous 2.5%
Shares
19 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio