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 $2,368. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
              Previous 0
              
        
           Infinity%
        
      
          
        Holding current value
$2,368
            Previous $0
            
        
           Infinity%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  4 transactions
	
  Others Institutions Holding SPMD
# of Institutions
795Shares Held
225MCall Options Held
11.2KPut Options Held
0- 
    
      Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
- 
    
      Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
- 
    
      Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
- 
    
      Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio