Broadway Wealth Solutions, Inc. Spdr Portfolio Transaction History
Broadway Wealth Solutions, Inc.
- $137 Billion
- Q1 2025
A detailed history of Broadway Wealth Solutions, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 85,512 shares of SPMD stock, worth $4.51 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
85,512
Previous 80,142
6.7%
Holding current value
$4.51 Million
Previous $4.38 Billion
0.15%
% of portfolio
3.19%
Previous 3.32%
Shares
2 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