Triad Wealth Partners, LLC Spdr Portfolio Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
683Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.13 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$976 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$689 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio