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 $3.4 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
60,658
Previous 60,794
0.22%
Holding current value
$3.4 Million
Previous $2.66 Million
11.01%
% of portfolio
1.59%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
713Shares Held
203MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.32 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$723 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio