Kore Private Wealth LLC Spdr Portfolio Transaction History
Kore Private Wealth LLC
- $554 Million
- Q3 2022
A detailed history of Kore Private Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kore Private Wealth LLC holds 12,158 shares of SPMD stock, worth $629,298. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,158
Previous 12,158
-0.0%
Holding current value
$629,298
Previous $483,000
2.9%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio