Provence Wealth Management Group Spdr Portfolio Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Spdr Portfolio stock. As of the latest transaction made, Provence Wealth Management Group holds 60,658 shares of SPMD stock, worth $3.42 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
60,658
Previous 60,794
0.22%
Holding current value
$3.42 Million
Previous $2.66 Million
11.01%
% of portfolio
1.59%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
787Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio