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 $18.9 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
348,431
Previous 334,200
4.26%
Holding current value
$18.9 Million
Previous $18.3 Billion
4.28%
% of portfolio
3.85%
Previous 4.12%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
718Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio