Leslie Global Wealth, LLC Spdr Portfolio Transaction History
Leslie Global Wealth, LLC
- $215 Billion
- Q4 2024
A detailed history of Leslie Global Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leslie Global Wealth, LLC holds 39,491 shares of SPMD stock, worth $2.02 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
39,491
Previous 176,634
77.64%
Holding current value
$2.02 Million
Previous $9.66 Billion
77.64%
% of portfolio
1.0%
Previous 4.69%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
721Shares 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