Precision Wealth Strategies, LLC Spdr Portfolio Transaction History
Precision Wealth Strategies, LLC
- $267 Million
- Q3 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 8,300 shares of SPMD stock, worth $467,041. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,300
Previous 9,707
14.49%
Holding current value
$467,041
Previous $527,000
10.06%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio