Impact Partnership Wealth, LLC Spdr Portfolio Transaction History
Impact Partnership Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 348,431 shares of SPMD stock, worth $19.8 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
348,431
Previous 334,200
4.26%
Holding current value
$19.8 Million
Previous $18.3 Billion
4.28%
% of portfolio
3.85%
Previous 4.12%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
665Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio