Syntegra Private Wealth Group, LLC Spdr Portfolio Transaction History
Syntegra Private Wealth Group, LLC
- $855 Billion
- Q1 2025
A detailed history of Syntegra Private Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 203,085 shares of SPMD stock, worth $11.5 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
203,085
Previous 169,329
19.94%
Holding current value
$11.5 Million
Previous $9.26 Billion
12.24%
% of portfolio
1.22%
Previous 1.05%
Shares
10 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