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 $92.2 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
$92.2 Million
Previous $73.6 Million
11.14%
% of portfolio
8.11%
Previous 8.14%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio