Precision Wealth Strategies, LLC Spdr Portfolio Transaction History
Precision Wealth Strategies, LLC
- $274 Million
- Q2 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 9,707 shares of SPMD stock, worth $559,511. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,707Holding current value
$559,511% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
781Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
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Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
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Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
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Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio