Legacy Wealth Managment, Llc/Id Spdr Portfolio Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Portfolio stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 975 shares of SPMD stock, worth $54,863. This represents 0.04% of its overall portfolio holdings.
Number of Shares
975
Previous 1,017
4.13%
Holding current value
$54,863
Previous $55,000
-0.0%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares 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