Bip Wealth, LLC Spdr Portfolio Transaction History
Bip Wealth, LLC
- $1.53 Trillion
- Q1 2025
A detailed history of Bip Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bip Wealth, LLC holds 20,502 shares of SPMD stock, worth $1.08 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,502
Previous 23,131
11.37%
Holding current value
$1.08 Million
Previous $1.27 Billion
17.05%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio