Denver Wealth Management, Inc. Spdr Portfolio Transaction History
Denver Wealth Management, Inc.
- $205 Million
- Q1 2025
A detailed history of Denver Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 15,454 shares of SPMD stock, worth $744,882. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,454
Previous 15,488
0.22%
Holding current value
$744,882
Previous $847,000
6.73%
% of portfolio
0.39%
Previous 0.41%
Shares
11 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