Denver Wealth Management, Inc. Spdr Portfolio Transaction History
Denver Wealth Management, Inc.
- $205 Million
- Q1 2025
A detailed history of Denver Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 15,454 shares of SPMD stock, worth $814,271. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,454
Previous 15,488
0.22%
Holding current value
$814,271
Previous $847,000
6.73%
% of portfolio
0.39%
Previous 0.41%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
735Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio