Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 6,680 shares of SPMD stock, worth $373,278. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,680
Previous 6,544
2.08%
Holding current value
$373,278
Previous $318,000
11.95%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
757Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio