Westside Investment Management, Inc. Spdr Portfolio Transaction History
Westside Investment Management, Inc.
- $470 Billion
- Q3 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 $35,207. This represents 0.01% of its overall portfolio holdings.
Number of Shares
644
Previous 644
-0.0%
Holding current value
$35,207
Previous $33 Million
6.59%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$945 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$667 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio