Fsb Premier Wealth Management, Inc. Spdr Portfolio Transaction History
Fsb Premier Wealth Management, Inc.
- $234 Million
- Q3 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 21,252 shares of SPMD stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
21,252
Previous 20,733
2.5%
Holding current value
$1.18 Million
Previous $1.06 Million
9.31%
% of portfolio
0.5%
Previous 0.5%
Shares
16 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