Quest 10 Wealth Builders, Inc. Spdr Portfolio Transaction History

Quest 10 Wealth Builders, Inc.

$101 Billion
Q4 2024

A detailed history of Quest 10 Wealth Builders, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Quest 10 Wealth Builders, Inc. holds 1,402 shares of SPMD stock, worth $78,652. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,402

Holding current value

$78,652

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$54.13 - $59.56 $75,890 - $83,503	1,402 New	1,402 $76.7 Million

Others Institutions Holding SPMD

# of Institutions

713

Shares Held

203M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.32 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$1.01 Billion
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$723 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$336 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$323 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Quest 10 Wealth Builders, Inc. Spdr Portfolio Transaction History