Morgan Rosel Wealth Management, LLC Spdr Portfolio Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 500 shares of SPMD stock, worth $26,345. This represents 0.01% of its overall portfolio holdings.
Number of Shares
500Holding current value
$26,345% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio