Pfg Private Wealth Management, LLC Spdr Portfolio Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
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 917 shares of SPMD stock, worth $47,463. This represents 0.03% of its overall portfolio holdings.
Number of Shares
917
Previous 922
0.54%
Holding current value
$47,463
Previous $50,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio