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 $2,313. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 0
Infinity%
Holding current value
$2,313
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.41 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$985 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$722 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$363 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$351 Million4.98% of portfolio