Leslie Global Wealth, LLC Spdr Portfolio Transaction History
Leslie Global Wealth, LLC
- $206 Billion
- Q3 2024
A detailed history of Leslie Global Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leslie Global Wealth, LLC holds 176,634 shares of SPMD stock, worth $10 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
176,634
Previous 167,741
5.3%
Holding current value
$10 Million
Previous $8.61 Billion
12.24%
% of portfolio
4.69%
Previous 5.03%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$981 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$332 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio