Fusion Family Wealth LLC Spdr Portfolio Transaction History
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 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 $845,659. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,891
Previous 14,891
-0.0%
Holding current value
$845,659
Previous $763,000
6.68%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
660Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$982 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$693 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio