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 $24,825. This represents 0.01% of its overall portfolio holdings.
Number of Shares
500Holding current value
$24,825% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.82 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$890 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$640 Million0.3% of portfolio
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Valmark Advisers, Inc.6.37MShares$316 Million4.98% of portfolio
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Tiedemann Advisors, LLC5.75MShares$285 Million10.91% of portfolio