Broadway Wealth Solutions, Inc. Spdr Portfolio Transaction History
Broadway Wealth Solutions, Inc.
- $161 Billion
- Q2 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 4,344 shares of SPMD stock, worth $247,694. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,344
Previous 85,512
94.92%
Holding current value
$247,694
Previous $4.38 Billion
94.6%
% of portfolio
0.15%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
802Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio