Bcs Wealth Management Spdr Portfolio Transaction History
Bcs Wealth Management
- $235 Million
- Q3 2024
A detailed history of Bcs Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 10,928 shares of SPMD stock, worth $621,584. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,928
Previous 11,761
7.08%
Holding current value
$621,584
Previous $603,000
0.83%
% of portfolio
0.25%
Previous 0.29%
Shares
7 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