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 $214,687. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,037Holding current value
$214,687% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
735Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.26 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$951 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$697 Million0.27% of portfolio
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Cwm, LLC6.58MShares$350 Million1.34% of portfolio
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Valmark Advisers, Inc.6.37MShares$339 Million4.98% of portfolio