Atlantic Private Wealth, LLC Spdr Portfolio Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 89 shares of SPMD stock, worth $4,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89
Previous 88
1.14%
Holding current value
$4,836
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
634Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$883 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$672 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$315 Million7.99% of portfolio