Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 4,839 shares of SPMD stock, worth $272,338. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,839
Previous 4,839
-0.0%
Holding current value
$272,338
Previous $248,000
6.45%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio