Kore Private Wealth LLC Spdr Portfolio Transaction History
Kore Private Wealth LLC
- $554 Million
- Q3 2022
A detailed history of Kore Private Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kore Private Wealth LLC holds 12,158 shares of SPMD stock, worth $684,130. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,158
Previous 12,158
-0.0%
Holding current value
$684,130
Previous $483,000
2.9%
% of portfolio
0.08%
Previous 0.07%
Shares
1 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