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 $3.2 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
60,658
Previous 60,794
0.22%
Holding current value
$3.2 Million
Previous $2.66 Million
11.01%
% of portfolio
1.59%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio