Atlas Private Wealth Advisors Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $691 Million
- Q1 2025
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,467,418 shares of SPMD stock, worth $77.3 Million. This represents 10.84% of its overall portfolio holdings.
Number of Shares
1,467,418
Previous 1,305,071
12.44%
Holding current value
$77.3 Million
Previous $71.4 Million
4.94%
% of portfolio
10.84%
Previous 10.37%
Shares
12 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