Fusion Family Wealth LLC Spdr Portfolio Transaction History
Fusion Family Wealth LLC
- $1.24 Billion
- Q3 2025
A detailed history of Fusion Family Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fusion Family Wealth LLC holds 14,891 shares of SPMD stock, worth $837,916. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,891
Previous 14,891
-0.0%
Holding current value
$837,916
Previous $809,000
5.19%
% of portfolio
0.07%
Previous 0.07%
Shares
1 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