Cornerstone Wealth Management, LLC Spdr Portfolio Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 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 948,321 shares of SPMD stock, worth $52.1 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
948,321
Previous 904,034
4.9%
Holding current value
$52.1 Million
Previous $46.4 Million
11.81%
% of portfolio
3.74%
Previous 3.65%
Shares
15 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio