Simplicity Wealth,Llc Spdr Portfolio Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 65,322 shares of SPMD stock, worth $3.68 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
65,322
Previous 6,844
854.44%
Holding current value
$3.68 Million
Previous $349,000
917.77%
% of portfolio
0.16%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
795Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio