Beaird Harris Wealth Management, LLC Spdr Portfolio Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,278 shares of SPMD stock, worth $126,679. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,278Holding current value
$126,679% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
712Shares Held
195MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$961 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$716 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$333 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$320 Million10.91% of portfolio