Collaborative Wealth Managment Inc. Spdr Portfolio Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 155,713 shares of SPMD stock, worth $8.5 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
155,713
Previous 146,555
6.25%
Holding current value
$8.5 Million
Previous $7.82 Million
2.19%
% of portfolio
4.0%
Previous 4.0%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio