Garrett Wealth Advisory Group, LLC Spdr Portfolio Transaction History
Garrett Wealth Advisory Group, LLC
- $447 Million
- Q1 2025
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 7,120 shares of SPMD stock, worth $401,496. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,120
Previous 6,607
7.76%
Holding current value
$401,496
Previous $361,000
0.83%
% of portfolio
0.08%
Previous 0.08%
Shares
21 transactions
Others Institutions Holding SPMD
# of Institutions
787Shares Held
224MCall 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.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio