Collaborative Wealth Managment Inc. Spdr Portfolio Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 163,792 shares of SPMD stock, worth $9.06 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
163,792
Previous 155,713
5.19%
Holding current value
$9.06 Million
Previous $7.99 Million
12.12%
% of portfolio
4.16%
Previous 4.0%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio