National Wealth Management Group, LLC Spdr Portfolio Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 18,231 shares of SPMD stock, worth $1 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
18,231
Previous 16,740
8.91%
Holding current value
$1 Million
Previous $893 Million
4.74%
% of portfolio
0.71%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
629Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.03 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$896 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$681 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$323 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$320 Million7.99% of portfolio