My Purposeful Wealth Corp. Spdr Portfolio Transaction History
My Purposeful Wealth Corp.
- $168 Billion
- Q1 2024
A detailed history of My Purposeful Wealth Corp. transactions in Spdr Portfolio stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 20,536 shares of SPMD stock, worth $1.09 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
20,536
Previous 15,123
35.79%
Holding current value
$1.09 Million
Previous $737 Million
48.67%
% of portfolio
0.65%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
584Shares Held
170MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.5 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$767 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$596 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$307 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio