My Purposeful Wealth Corp. Spdr Portfolio Transaction History
My Purposeful Wealth Corp.
- $221 Billion
- Q4 2024
A detailed history of My Purposeful Wealth Corp. transactions in Spdr Portfolio stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 29,351 shares of SPMD stock, worth $1.59 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
29,351
Previous 26,780
9.6%
Holding current value
$1.59 Million
Previous $1.46 Billion
9.62%
% of portfolio
0.73%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
718Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio