Jacksonville Wealth Management, LLC Spdr Portfolio Transaction History
Jacksonville Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 59,009 shares of SPMD stock, worth $3.35 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
59,009Holding current value
$3.35 Million% of portfolio
3.01%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
678Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$980 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
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Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio