Fourth Dimension Wealth, LLC Spdr Portfolio Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
- Q2 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 8,726 shares of SPMD stock, worth $492,059. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,726
Previous 9,017
3.23%
Holding current value
$492,059
Previous $461 Million
2.83%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio