Destination Wealth Management Spdr Portfolio Transaction History
Destination Wealth Management
- $3.19 Billion
- Q3 2024
A detailed history of Destination Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 10,522 shares of SPMD stock, worth $581,866. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,522Holding current value
$581,866% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio