Carolina Wealth Advisors, LLC Spdr Portfolio Transaction History
Carolina Wealth Advisors, LLC
- $180 Million
- Q1 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 670 shares of SPMD stock, worth $34,324. This represents 0.02% of its overall portfolio holdings.
Number of Shares
670
Previous 670
-0.0%
Holding current value
$34,324
Previous $32,000
9.38%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.39 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$744 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$578 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio