Broadway Wealth Solutions, Inc. Spdr Portfolio Transaction History
Broadway Wealth Solutions, Inc.
- $132 Billion
- Q4 2024
A detailed history of Broadway Wealth Solutions, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 80,142 shares of SPMD stock, worth $4.15 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
80,142Holding current value
$4.15 Million% of portfolio
3.32%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$929 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio