Mascagni Wealth Management, Inc. Spdr Portfolio Transaction History
Mascagni Wealth Management, Inc.
- $116 Billion
- Q4 2024
A detailed history of Mascagni Wealth Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 998 shares of SPMD stock, worth $52,614. This represents 0.05% of its overall portfolio holdings.
Number of Shares
998Holding current value
$52,614% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.06 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$945 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$679 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$316 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$303 Million10.91% of portfolio