1900 Wealth Management LLC Spdr Portfolio Transaction History
1900 Wealth Management LLC
- $1.37 Billion
- Q3 2025
A detailed history of 1900 Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, 1900 Wealth Management LLC holds 691,808 shares of SPMD stock, worth $38.9 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
691,808
Previous 626,762
10.38%
Holding current value
$38.9 Million
Previous $34.1 Million
16.08%
% of portfolio
2.88%
Previous 2.79%
Shares
10 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