Magnolia Private Wealth, LLC Spdr Portfolio Transaction History
Magnolia Private Wealth, LLC
- $116 Billion
- Q4 2024
A detailed history of Magnolia Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 8,196 shares of SPMD stock, worth $466,762. This represents 0.39% of its overall portfolio holdings.
Number of Shares
8,196Holding current value
$466,762% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
687Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$984 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$695 Million0.31% of portfolio
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Valmark Advisers, Inc.6MShares$341 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio