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 $56.4 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
994,851
Previous 948,321
4.91%
Holding current value
$56.4 Million
Previous $51.9 Million
4.93%
% of portfolio
3.77%
Previous 3.74%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
678Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$980 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio