Dakota Wealth Management Spdr Portfolio Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
A detailed history of Dakota Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Dakota Wealth Management holds 64,984 shares of SPMD stock, worth $3.53 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
64,984
Previous 60,088
8.15%
Holding current value
$3.53 Million
Previous $3.29 Million
8.16%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio