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 $3.18 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
60,658
Previous 60,794
0.22%
Holding current value
$3.18 Million
Previous $2.66 Million
11.01%
% of portfolio
1.59%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.65 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$851 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$647 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$304 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$301 Million10.91% of portfolio