Hb Wealth Management, LLC Spdr Portfolio Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,757 shares of SPMD stock, worth $270,863. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,757
Previous 4,757
-0.0%
Holding current value
$270,863
Previous $260,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
693Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$984 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$695 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$341 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio