Westside Investment Management, Inc. Spdr Portfolio Transaction History
Westside Investment Management, Inc.
- $417 Billion
- Q1 2024
A detailed history of Westside Investment Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Westside Investment Management, Inc. holds 644 shares of SPMD stock, worth $33,037. This represents 0.01% of its overall portfolio holdings.
Number of Shares
644
Previous 644
-0.0%
Holding current value
$33,037
Previous $31.4 Million
9.49%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.4 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$745 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$579 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio