Wr Wealth Planners, LLC Spdr Portfolio Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 369 shares of SPMD stock, worth $20,700. This represents 0.01% of its overall portfolio holdings.
Number of Shares
369
Previous 715
48.39%
Holding current value
$20,700
Previous $39,000
48.72%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
713Shares Held
203MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.32 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$723 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio