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 $270,024. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,971
Previous 5,144
3.36%
Holding current value
$270,024
Previous $281,000
3.2%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio