Us Advisors Wealth Management, LLC Spdr Portfolio Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 10,279 shares of SPMD stock, worth $561,541. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,279
Previous 16,820
38.89%
Holding current value
$561,541
Previous $895,000
41.12%
% of portfolio
0.19%
Previous 0.34%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
618Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio