New Edge Wealth, LLC Spdr Portfolio Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 26,821 shares of SPMD stock, worth $1.37 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,821
Previous 26,821
-0.0%
Holding current value
$1.37 Million
Previous $1.47 Million
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
721Shares 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