Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Portfolio Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 200,697 shares of SPMD stock, worth $11.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
200,697
Previous 187,913
6.8%
Holding current value
$11.3 Million
Previous $10.3 Million
6.82%
% of portfolio
0.42%
Previous 0.42%
Shares
28 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.33 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$725 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio