Magnolia Private Wealth, LLC Spdr Portfolio Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 3,896 shares of SPMD stock, worth $224,643. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,896
Previous 8,196
52.46%
Holding current value
$224,643
Previous $419 Million
49.49%
% of portfolio
0.16%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
780Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$332 Million10.91% of portfolio