Carolina Wealth Advisors, LLC Spdr Portfolio Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 70 shares of SPMD stock, worth $3,934. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$3,934
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
659Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$971 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$329 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio