Kestra Private Wealth Services, LLC Spdr Portfolio Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 40,466 shares of SPMD stock, worth $2.24 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
40,466
Previous 33,530
20.69%
Holding current value
$2.24 Million
Previous $1.72 Million
28.6%
% of portfolio
0.04%
Previous 0.04%
Shares
14 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