Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,110 shares of SPMD stock, worth $814,882. This represents 0.51% of its overall portfolio holdings.
Number of Shares
15,110
Previous 14,074
7.36%
Holding current value
$814,882
Previous $751 Million
3.26%
% of portfolio
0.51%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
593Shares Held
171MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.57 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$783 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$609 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$313 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$310 Million10.91% of portfolio