Jacksonville Wealth Management, LLC Spdr Portfolio Transaction History
Jacksonville Wealth Management, LLC
- $136 Billion
- Q3 2025
A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 74,127 shares of SPMD stock, worth $4.17 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
74,127
Previous 66,192
11.99%
Holding current value
$4.17 Million
Previous $3.6 Billion
17.77%
% of portfolio
3.11%
Previous 2.89%
Shares
4 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