Vista Private Wealth Partners. LLC Spdr Portfolio Transaction History
Vista Private Wealth Partners. LLC
- $276 Million
- Q1 2025
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 3,953 shares of SPMD stock, worth $221,288. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,953
Previous 3,953
-0.0%
Holding current value
$221,288
Previous $216,000
6.48%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
750Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$372 Million5.11% of portfolio
-
Cwm, LLC6.58MShares$368 Million1.34% of portfolio