Ci Private Wealth, LLC Spdr Portfolio Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
A detailed history of Ci Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ci Private Wealth, LLC holds 388,816 shares of SPMD stock, worth $21.3 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
388,816
Previous 386,378
0.63%
Holding current value
$21.3 Million
Previous $21.1 Million
5.83%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
767Shares Held
220MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio