Bartlett & Co. Wealth Management LLC Spdr Portfolio Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 462 shares of SPMD stock, worth $25,548. This represents 0.0% of its overall portfolio holdings.
Number of Shares
462
Previous 462
-0.0%
Holding current value
$25,548
Previous $23.7 Million
6.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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