Hhm Wealth Advisors, LLC Spdr Portfolio Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 563,921 shares of SPMD stock, worth $31 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
563,921
Previous 543,835
3.69%
Holding current value
$31 Million
Previous $27.9 Million
10.53%
% of portfolio
4.42%
Previous 4.24%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio