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 $243,177. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,344
Previous 85,512
94.92%
Holding current value
$243,177
Previous $4.38 Billion
94.6%
% of portfolio
0.15%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
750Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$368 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$357 Million4.98% of portfolio