Guardian Wealth Advisors, LLC Spdr Portfolio Transaction History
Guardian Wealth Advisors, LLC
- $162 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 4,100 shares of SPMD stock, worth $242,474. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,100
-0.0%
Holding current value
$242,474
Previous $210,000
6.67%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.33 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.02 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$722 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$346 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$340 Million10.91% of portfolio