Revolve Wealth Partners, LLC Spdr Portfolio Transaction History
Revolve Wealth Partners, LLC
- $626 Million
- Q3 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 10,986 shares of SPMD stock, worth $618,292. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,986
Previous 23,676
53.6%
Holding current value
$618,292
Previous $1.21 Million
50.58%
% of portfolio
0.1%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio