Wedmont Private Capital Spdr Portfolio Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in Spdr Portfolio stock. As of the latest transaction made, Wedmont Private Capital holds 22,712 shares of SPMD stock, worth $1.17 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,712
Previous 21,590
5.2%
Holding current value
$1.17 Million
Previous $1.18 Million
5.25%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.96 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$922 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$662 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$308 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$296 Million10.91% of portfolio