Levy Wealth Management Group, LLC Spdr Portfolio Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 95,428 shares of SPMD stock, worth $4.91 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
95,428
Previous 95,681
0.26%
Holding current value
$4.91 Million
Previous $5.1 Million
4.08%
% of portfolio
1.26%
Previous 1.36%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.96 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$922 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$662 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$308 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$296 Million10.91% of portfolio