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 $94.5 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
$94.5 Million
Previous $73.6 Million
11.14%
% of portfolio
8.11%
Previous 8.14%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio