Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 20,952 shares of SPMD stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,952
Previous 23,840
12.11%
Holding current value
$1.07 Million
Previous $1.3 Million
12.13%
% of portfolio
0.07%
Previous 0.08%
Shares
30 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares 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