Pfg Private Wealth Management, LLC Spdr Portfolio Transaction History
Pfg Private Wealth Management, LLC
- $161 Million
- Q1 2025
A detailed history of Pfg Private Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 968 shares of SPMD stock, worth $53,172. This represents 0.03% of its overall portfolio holdings.
Number of Shares
968
Previous 917
5.56%
Holding current value
$53,172
Previous $50,000
2.0%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
764Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.4 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$982 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$719 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$365 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio