Taylor & Morgan Wealth Management, LLC Spdr Portfolio Transaction History
Taylor & Morgan Wealth Management, LLC
- $143 Million
- Q2 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 7,658 shares of SPMD stock, worth $421,879. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,658Holding current value
$421,879% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
739Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.41 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$985 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$722 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$363 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$351 Million4.98% of portfolio