Db Wealth Management Group, LLC Spdr Portfolio Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 2,085 shares of SPMD stock, worth $117,635. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,085
Previous 2,043
2.06%
Holding current value
$117,635
Previous $89,000
13.48%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio