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 $70.7 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
$70.7 Million
Previous $71.4 Million
4.94%
% of portfolio
10.84%
Previous 10.37%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio