Ci Private Wealth, LLC Spdr Portfolio Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ci Private Wealth, LLC holds 386,378 shares of SPMD stock, worth $21.8 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
386,378
Previous 365,578
5.69%
Holding current value
$21.8 Million
Previous $20 Million
5.71%
% of portfolio
0.03%
Previous 0.03%
Shares
9 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