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 $4.36 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
85,512
Previous 80,142
6.7%
Holding current value
$4.36 Million
Previous $4.38 Billion
0.15%
% of portfolio
3.19%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
731Shares Held
206MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio