Spire Wealth Management Spdr Portfolio Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 2,075 shares of SPMD stock, worth $105,908. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,075
Previous 2,075
-0.0%
Holding current value
$105,908
Previous $113,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
206MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio