Wfa Of San Diego, LLC Spdr Portfolio Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 5,538 shares of SPMD stock, worth $290,468. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,538
Previous 5,538
-0.0%
Holding current value
$290,468
Previous $284,000
6.34%
% of portfolio
0.26%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio