Wipfli Financial Advisors Llc, Spdr Portfolio Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Spdr Portfolio stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 29,034 shares of SPMD stock, worth $1.63 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
29,034
Previous 17,664
64.37%
Holding current value
$1.63 Million
Previous $0
Infinity%
% of portfolio
0.08%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio