Denver Wealth Management, Inc. Spdr Portfolio Transaction History
Denver Wealth Management, Inc.
- $207 Million
- Q4 2024
A detailed history of Denver Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 15,488 shares of SPMD stock, worth $790,507. This represents 0.41% of its overall portfolio holdings.
Number of Shares
15,488
Previous 15,445
0.28%
Holding current value
$790,507
Previous $844,000
0.36%
% of portfolio
0.41%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio