Broadway Wealth Solutions, Inc. Spdr Portfolio Transaction History
Broadway Wealth Solutions, Inc.
- $132 Billion
- Q4 2024
A detailed history of Broadway Wealth Solutions, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 80,142 shares of SPMD stock, worth $4.46 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
80,142Holding current value
$4.46 Million% of portfolio
3.32%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
712Shares Held
195MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$961 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$716 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$333 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$320 Million10.91% of portfolio