21 West Wealth Management LLC Spdr Portfolio Transaction History
21 West Wealth Management LLC
- $109 Billion
- Q4 2025
A detailed history of 21 West Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, 21 West Wealth Management LLC holds 43,419 shares of SPMD stock, worth $2.44 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
43,419
Previous 42,719
1.64%
Holding current value
$2.44 Million
Previous $2.44 Billion
2.92%
% of portfolio
2.3%
Previous 2.32%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
808Shares Held
230MCall 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