Bridgeworth, LLC Spdr Portfolio Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bridgeworth, LLC holds 1,678,748 shares of SPMD stock, worth $91.4 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
1,678,748
Previous 1,680,488
0.1%
Holding current value
$91.4 Million
Previous $73.6 Million
11.14%
% of portfolio
8.11%
Previous 8.14%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio