Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 245,715 shares of SPMD stock, worth $12.5 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
245,715
Previous 273,795
10.26%
Holding current value
$12.5 Million
Previous $15 Million
10.24%
% of portfolio
4.38%
Previous 5.05%
Shares
26 transactions
Others Institutions Holding SPMD
# of Institutions
721Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio