Wealthcare Capital Management LLC Spdr Portfolio Transaction History
Wealthcare Capital Management LLC
- $978 Million
- Q3 2024
A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 22,770 shares of SPMD stock, worth $1.3 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,770
Previous 16,984
34.07%
Holding current value
$1.3 Million
Previous $871,000
42.94%
% of portfolio
0.13%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio