Cornerstone Wealth Management, LLC Spdr Portfolio Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 994,851 shares of SPMD stock, worth $51.5 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
994,851
Previous 948,321
4.91%
Holding current value
$51.5 Million
Previous $51.9 Million
4.93%
% of portfolio
3.77%
Previous 3.74%
Shares
16 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
-
Betterment LLC New York, NY17.9MShares$929 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio