Wealthcare Capital Management LLC Spdr Portfolio Transaction History
Wealthcare Capital Management LLC
- $972 Million
- Q4 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 31,199 shares of SPMD stock, worth $1.65 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
31,199
Previous 22,770
37.02%
Holding current value
$1.65 Million
Previous $1.25 Million
37.03%
% of portfolio
0.18%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio