Independent Wealth Network Inc. Spdr Portfolio Transaction History
Independent Wealth Network Inc.
- $257 Million
- Q2 2025
A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,468 shares of SPMD stock, worth $421,344. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,468
Previous 7,349
1.62%
Holding current value
$421,344
Previous $376,000
7.98%
% of portfolio
0.16%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio