Wealthcare Capital Management LLC Spdr Portfolio Transaction History
Wealthcare Capital Management LLC
- $880 Million
- Q1 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 5,931 shares of SPMD stock, worth $319,206. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,931
Previous 7,284
18.57%
Holding current value
$319,206
Previous $354,000
10.73%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
597Shares Held
171MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.56 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$782 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$607 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$313 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$309 Million10.91% of portfolio