Jacksonville Wealth Management, LLC Spdr Portfolio Transaction History
Jacksonville Wealth Management, LLC
- $102 Billion
- Q1 2025
A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 60,398 shares of SPMD stock, worth $3.17 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
60,398
Previous 59,009
2.35%
Holding current value
$3.17 Million
Previous $3.23 Billion
4.21%
% of portfolio
3.04%
Previous 3.01%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.2 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$937 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$687 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$345 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$334 Million4.98% of portfolio