Destination Wealth Management Spdr Portfolio Transaction History
Destination Wealth Management
- $3.17 Billion
- Q4 2024
A detailed history of Destination Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 10,522 shares of SPMD stock, worth $551,878. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,522
Previous 10,522
-0.0%
Holding current value
$551,878
Previous $575,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio