Iron Horse Wealth Management, LLC Spdr Portfolio Transaction History
Iron Horse Wealth Management, LLC
- $323 Million
- Q2 2025
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 42 shares of SPMD stock, worth $2,302. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$2,302
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SPMD
# of Institutions
771Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio