Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 25,999 shares of SPMD stock, worth $1.4 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
25,999
Previous 26,396
1.5%
Holding current value
$1.4 Million
Previous $1.29 Million
7.78%
% of portfolio
0.09%
Previous 0.1%
Shares
27 transactions
Others Institutions Holding SPMD
# of Institutions
593Shares Held
171MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.57 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$783 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$609 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$313 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$310 Million10.91% of portfolio