Arkadios Wealth Advisors Spdr Portfolio Transaction History
Arkadios Wealth Advisors
- $1.64 Billion
- Q3 2024
A detailed history of Arkadios Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,951 shares of SPMD stock, worth $605,590. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,951
Previous 10,932
0.17%
Holding current value
$605,590
Previous $560,000
6.79%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio