Northwest Capital Management Inc Spdr Portfolio Transaction History
Northwest Capital Management Inc
- $225 Million
- Q4 2024
A detailed history of Northwest Capital Management Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Northwest Capital Management Inc holds 4,460 shares of SPMD stock, worth $235,978. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,460
Previous 2,658
67.8%
Holding current value
$235,978
Previous $145,000
67.59%
% of portfolio
0.11%
Previous 0.05%
Shares
6 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