Carolina Wealth Advisors, LLC Spdr Portfolio Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 70 shares of SPMD stock, worth $3,941. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$3,941
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.33 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$725 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio