Hb Wealth Management, LLC Spdr Portfolio Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,757 shares of SPMD stock, worth $263,062. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,757
Previous 4,757
-0.0%
Holding current value
$263,062
Previous $244,000
6.56%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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