Evolution Wealth Management Inc. Spdr Portfolio Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 2,982 shares of SPMD stock, worth $167,797. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,982
Previous 3,475
14.19%
Holding current value
$167,797
Previous $189 Million
9.75%
% of portfolio
0.18%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio