Prentice Wealth Management LLC Spdr Portfolio Transaction History
Prentice Wealth Management LLC
- $393 Million
- Q3 2025
Shares
3 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
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Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
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Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio