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 $441,407. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,658Holding current value
$441,407% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
780Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio