Wealth Management Resources, Inc. Spdr Portfolio Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 166,022 shares of SPMD stock, worth $8.71 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
166,022
Previous 61,660
169.25%
Holding current value
$8.71 Million
Previous $3.37 Million
169.33%
% of portfolio
3.35%
Previous 1.35%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio