Mattern Wealth Management LLC Spdr Portfolio Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mattern Wealth Management LLC holds 4,906 shares of SPMD stock, worth $267,818. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,906
Previous 4,906
-0.0%
Holding current value
$267,818
Previous $261,000
3.83%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio