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 $2,414. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 0
Infinity%
Holding current value
$2,414
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
632Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$935 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$711 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$337 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$334 Million7.99% of portfolio