Fusion Family Wealth LLC Spdr Portfolio Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fusion Family Wealth LLC holds 14,891 shares of SPMD stock, worth $779,543. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,891
Previous 14,891
-0.0%
Holding current value
$779,543
Previous $794,000
3.9%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.65 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$851 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$647 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$304 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$301 Million10.91% of portfolio