Spartan Planning & Wealth Management Spdr Portfolio Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,103 shares of SPMD stock, worth $158,159. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,103
Previous 2,868
8.19%
Holding current value
$158,159
Previous $125,000
20.8%
% of portfolio
0.17%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.37 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$740 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$575 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio