Landmark Wealth Management, LLC Spdr Portfolio Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 4,971 shares of SPMD stock, worth $253,719. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,971
Previous 5,144
3.36%
Holding current value
$253,719
Previous $281,000
3.2%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio