Gsb Wealth Management, LLC Spdr Portfolio Transaction History
Gsb Wealth Management, LLC
- $378 Million
- Q4 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 12,624 shares of SPMD stock, worth $714,897. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,624
Previous 11,614
8.7%
Holding current value
$714,897
Previous $635,000
8.66%
% of portfolio
0.18%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio