Vista Private Wealth Partners. LLC Spdr Portfolio Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 3,853 shares of SPMD stock, worth $211,683. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,853
Previous 3,853
-0.0%
Holding current value
$211,683
Previous $210,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio