Iams Wealth Management, LLC Spdr Portfolio Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,931 shares of SPMD stock, worth $209,129. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,931Holding current value
$209,129% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.71 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$865 Million2.16% of portfolio
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Lpl Financial LLC Fort Mill, SC12.4MShares$658 Million0.32% of portfolio
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Al Ti Global, Inc. New York, NY5.8MShares$309 Million7.99% of portfolio
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Tiedemann Advisors, LLC5.75MShares$306 Million10.91% of portfolio