Iron Horse Wealth Management, LLC Spdr Portfolio Transaction History
Iron Horse Wealth Management, LLC
- $276 Million
- Q4 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 46 shares of SPMD stock, worth $2,604. This represents 0.0% of its overall portfolio holdings.
Number of Shares
46
Previous 56
17.86%
Holding current value
$2,604
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio