Evoke Wealth, LLC Spdr Portfolio Transaction History
Evoke Wealth, LLC
- $4.94 Trillion
- Q3 2025
A detailed history of Evoke Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evoke Wealth, LLC holds 7,707 shares of SPMD stock, worth $433,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,707
Previous 7,707
-0.0%
Holding current value
$433,672
Previous $419 Million
5.17%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio