National Wealth Management Group, LLC Spdr Portfolio Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,945 shares of SPMD stock, worth $314,549. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,945
Previous 9,043
34.26%
Holding current value
$314,549
Previous $494 Million
34.24%
% of portfolio
0.22%
Previous 0.33%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio