Montz Harcus Wealth Management LLC Spdr Portfolio Transaction History
Montz Harcus Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 203,194 shares of SPMD stock, worth $11.2 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
203,194
Previous 189,400
7.28%
Holding current value
$11.2 Million
Previous $9.72 Million
14.35%
% of portfolio
6.56%
Previous 6.35%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio