Dakota Wealth Management Spdr Portfolio Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
A detailed history of Dakota Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Dakota Wealth Management holds 64,984 shares of SPMD stock, worth $3.65 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
64,984
Previous 60,088
8.15%
Holding current value
$3.65 Million
Previous $3.29 Million
8.16%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
696Shares Held
191MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio