Baystate Wealth Management LLC Spdr Portfolio Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Baystate Wealth Management LLC holds 42 shares of SPMD stock, worth $2,388. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 0
Infinity%
Holding current value
$2,388
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio