Outlook Wealth Advisors, LLC Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,887 shares of SPMD stock, worth $491,451. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,887
Previous 8,826
0.69%
Holding current value
$491,451
Previous $452,000
7.3%
% of portfolio
0.17%
Previous 0.16%
Shares
11 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