Gsb Wealth Management, LLC Spdr Portfolio Transaction History
Gsb Wealth Management, LLC
- $387 Million
- Q3 2024
A detailed history of Gsb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 11,614 shares of SPMD stock, worth $680,696. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,614
Previous 11,545
0.6%
Holding current value
$680,696
Previous $592,000
7.26%
% of portfolio
0.16%
Previous 0.16%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.29 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.01 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$715 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$343 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$337 Million10.91% of portfolio