Merriman Wealth Management, LLC Spdr Portfolio Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
A detailed history of Merriman Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 3,869 shares of SPMD stock, worth $217,747. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,869Holding current value
$217,747% of portfolio
0.01%Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio