Walter & Keenan Wealth Management LLC Spdr Portfolio Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
732Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
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Cwm, LLC6.58MShares$329 Million1.34% of portfolio
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Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio