Montz Harcus Wealth Management LLC Spdr Portfolio Transaction History
Montz Harcus Wealth Management LLC
- $146 Million
- Q1 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 182,448 shares of SPMD stock, worth $9.32 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
182,448
Previous 180,235
1.23%
Holding current value
$9.32 Million
Previous $8.78 Million
10.82%
% of portfolio
6.65%
Previous 6.71%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.38 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$742 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$576 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$297 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$294 Million10.91% of portfolio