Landmark Wealth Management, LLC Spdr Portfolio Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q3 2025
A detailed history of Landmark Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 7,997 shares of SPMD stock, worth $449,991. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,997
Previous 7,511
6.47%
Holding current value
$449,991
Previous $408,000
12.01%
% of portfolio
0.21%
Previous 0.17%
Shares
14 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