Leslie Global Wealth, LLC Spdr Portfolio Transaction History
Leslie Global Wealth, LLC
- $205 Billion
- Q1 2025
A detailed history of Leslie Global Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leslie Global Wealth, LLC holds 13,438 shares of SPMD stock, worth $720,545. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,438
Previous 39,491
65.97%
Holding current value
$720,545
Previous $2.16 Billion
68.16%
% of portfolio
0.33%
Previous 1.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.3 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$959 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$702 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$353 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$342 Million4.98% of portfolio