Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,364 shares of SPMD stock, worth $71,869. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,364Holding current value
$71,869% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio