Revolve Wealth Partners, LLC Spdr Portfolio Transaction History
Revolve Wealth Partners, LLC
- $660 Million
- Q1 2025
A detailed history of Revolve Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 10,680 shares of SPMD stock, worth $602,565. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,680
Previous 10,805
1.16%
Holding current value
$602,565
Previous $590,000
7.63%
% of portfolio
0.08%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio