Baystate Wealth Management LLC Spdr Portfolio Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Baystate Wealth Management LLC holds 42 shares of SPMD stock, worth $2,184. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 0
Infinity%
Holding current value
$2,184
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio