Beta Wealth Group, Inc. Spdr Portfolio Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 21,875 shares of SPMD stock, worth $1.12 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
21,875
Previous 21,682
0.89%
Holding current value
$1.12 Million
Previous $1.19 Million
0.93%
% of portfolio
0.58%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio