Iron Horse Wealth Management, LLC Spdr Portfolio Transaction History
Iron Horse Wealth Management, LLC
- $270 Million
- Q3 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 56 shares of SPMD stock, worth $3,151. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56
Previous 56
-0.0%
Holding current value
$3,151
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio