Polaris Wealth Advisory Group, LLC Spdr Portfolio Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio