Guardian Wealth Advisors, LLC Spdr Portfolio Transaction History
Guardian Wealth Advisors, LLC
- $156 Million
- Q4 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 $230,461. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,100
Previous 4,100
-0.0%
Holding current value
$230,461
Previous $224,000
-0.0%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
710Shares Held
194MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$724 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio