Barnes Wealth Management Group, Inc Spdr Portfolio Transaction History
Barnes Wealth Management Group, Inc
- $149 Billion
- Q4 2024
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 16,070 shares of SPMD stock, worth $802,535. This represents 0.59% of its overall portfolio holdings.
Number of Shares
16,070Holding current value
$802,535% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
729Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$654 Million0.27% of portfolio
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Cwm, LLC6.58MShares$329 Million1.34% of portfolio
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Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio