Elwood & Goetz Wealth Advisory Group, LLC Spdr Portfolio Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q1 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 4,037 shares of SPMD stock, worth $201,607. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,037Holding current value
$201,607% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
732Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio