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 $245,088. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,344
Previous 85,512
94.92%
Holding current value
$245,088
Previous $4.38 Billion
94.6%
% of portfolio
0.15%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio