Independent Solutions Wealth Management, LLC Spdr Portfolio Call Options Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPMD

# of Institutions

655

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.07 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$960 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$677 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$325 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$319 Million
10.91% of portfolio

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