Wt Wealth Management Spdr Portfolio Transaction History
Wt Wealth Management
- $240 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.36 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$737 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$573 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$295 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$292 Million10.91% of portfolio