Meridian Wealth Management, LLC Spdr Portfolio Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 4,620 shares of SPMD stock, worth $261,630. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,620
Previous 4,614
0.13%
Holding current value
$261,630
Previous $236,000
6.78%
% of portfolio
0.01%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio