Executive Wealth Management, LLC Spdr Portfolio Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Executive Wealth Management, LLC holds 49,930 shares of SPMD stock, worth $2.76 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
49,930
Previous 49,930
-0.0%
Holding current value
$2.76 Million
Previous $2.73 Million
-0.0%
% of portfolio
0.23%
Previous 0.37%
Shares
13 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
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio