Pfg Private Wealth Management, LLC Spdr Portfolio Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 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 922 shares of SPMD stock, worth $54,038. This represents 0.03% of its overall portfolio holdings.
Number of Shares
922
Previous 914
0.88%
Holding current value
$54,038
Previous $46,000
8.7%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.29 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.01 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$715 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$343 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$337 Million10.91% of portfolio