Bcs Wealth Management Spdr Portfolio Transaction History
Bcs Wealth Management
- $206 Million
- Q2 2024
A detailed history of Bcs Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 11,761 shares of SPMD stock, worth $642,032. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,761
Previous 11,038
6.55%
Holding current value
$642,032
Previous $589,000
2.38%
% of portfolio
0.29%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio