Bison Wealth, LLC Spdr Portfolio Transaction History
Bison Wealth, LLC
- $581 Million
- Q2 2024
A detailed history of Bison Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bison Wealth, LLC holds 6,545 shares of SPMD stock, worth $355,655. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$355,655
Previous $349,000
4.01%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
634Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$883 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$672 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$315 Million7.99% of portfolio