Epg Wealth Management LLC Spdr Portfolio Transaction History
Epg Wealth Management LLC
- $363 Billion
- Q3 2025
A detailed history of Epg Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Epg Wealth Management LLC holds 10 shares of SPMD stock, worth $575. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10Holding current value
$575% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
812Shares Held
227MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS88MShares$5.06 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.16 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$729 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$393 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio