Prw Wealth Management LLC Spdr Portfolio Transaction History
Prw Wealth Management LLC
- $263 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
618Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.79 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$882 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$671 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$315 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio