Bison Wealth, LLC Spdr Portfolio Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bison Wealth, LLC holds 4,627 shares of SPMD stock, worth $262,582. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,627
Previous 6,545
29.3%
Holding current value
$262,582
Previous $335,000
24.48%
% of portfolio
0.05%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$981 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$332 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio