Fusion Family Wealth LLC Spdr Portfolio Transaction History
Fusion Family Wealth LLC
- $1.09 Billion
- Q4 2024
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 $828,088. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,891
Previous 14,891
-0.0%
Holding current value
$828,088
Previous $814,000
-0.0%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
712Shares Held
195MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$961 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$716 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$333 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$320 Million10.91% of portfolio