Magnolia Private Wealth, LLC Spdr Portfolio Transaction History
Magnolia Private Wealth, LLC
- $136 Billion
- Q3 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 3,742 shares of SPMD stock, worth $210,562. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,742
Previous 3,896
3.95%
Holding current value
$210,562
Previous $212 Million
1.01%
% of portfolio
0.16%
Previous 0.16%
Shares
3 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