Axxcess Wealth Management, LLC Spdr Portfolio Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,472 shares of SPMD stock, worth $953,796. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,472
Previous 17,289
1.06%
Holding current value
$953,796
Previous $922,000
2.82%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio