21 West Wealth Management LLC Spdr Portfolio Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 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 42,719 shares of SPMD stock, worth $2.4 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
42,719
Previous 41,378
3.24%
Holding current value
$2.4 Million
Previous $2.25 Billion
8.58%
% of portfolio
2.32%
Previous 2.27%
Shares
2 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