Leslie Global Wealth, LLC Spdr Portfolio Transaction History
Leslie Global Wealth, LLC
- $213 Billion
- Q3 2025
A detailed history of Leslie Global Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leslie Global Wealth, LLC holds 9,992 shares of SPMD stock, worth $562,249. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,992
Previous 13,229
24.47%
Holding current value
$562,249
Previous $719 Million
20.57%
% of portfolio
0.27%
Previous 0.38%
Shares
6 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