Fusion Family Wealth LLC Spdr Portfolio Transaction History
Fusion Family Wealth LLC
- $1.09 Billion
- Q1 2025
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 $820,345. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,891
Previous 14,891
-0.0%
Holding current value
$820,345
Previous $814,000
6.39%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.41 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$985 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$722 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$363 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$351 Million4.98% of portfolio