Hb Wealth Management, LLC Spdr Portfolio Transaction History
Hb Wealth Management, LLC
- $8.6 Billion
- Q2 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 $259,874. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,757
Previous 4,757
-0.0%
Holding current value
$259,874
Previous $253,000
3.56%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio