Dakota Wealth Management Spdr Portfolio Transaction History
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
A detailed history of Dakota Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Dakota Wealth Management holds 60,088 shares of SPMD stock, worth $3.52 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
60,088
Previous 19,079
214.94%
Holding current value
$3.52 Million
Previous $978,000
235.89%
% of portfolio
0.08%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.29 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.01 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$715 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$343 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$337 Million10.91% of portfolio