Bridgeworth, LLC Spdr Portfolio Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bridgeworth, LLC holds 1,678,748 shares of SPMD stock, worth $91.6 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
1,678,748
Previous 1,680,488
0.1%
Holding current value
$91.6 Million
Previous $73.6 Million
11.14%
% of portfolio
8.11%
Previous 8.14%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio