Db Wealth Management Group, LLC Spdr Portfolio Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 2,085 shares of SPMD stock, worth $100,497. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,085
Previous 2,043
2.06%
Holding current value
$100,497
Previous $89,000
13.48%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
730Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio