Gateway Wealth Partners, LLC Spdr Portfolio Transaction History
Gateway Wealth Partners, LLC
- $363 Billion
- Q3 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 14,218 shares of SPMD stock, worth $800,189. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,218
Previous 14,531
2.15%
Holding current value
$800,189
Previous $745 Million
4.3%
% of portfolio
0.21%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio