Legacy Wealth Managment, Llc/Id Spdr Portfolio Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Portfolio stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,017 shares of SPMD stock, worth $55,751. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,017
Previous 32
3078.13%
Holding current value
$55,751
Previous $1,000
5400.0%
% of portfolio
0.05%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares 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, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio