Mgb Wealth Management, LLC Spdr Portfolio Transaction History
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 14,190 shares of SPMD stock, worth $796,342. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,190
Previous 14,129
0.43%
Holding current value
$796,342
Previous $773 Million
0.45%
% of portfolio
0.24%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
713Shares Held
196MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.11 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$970 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$723 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio