Pfg Private Wealth Management, LLC Spdr Portfolio Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 917 shares of SPMD stock, worth $48,344. This represents 0.03% of its overall portfolio holdings.
Number of Shares
917
Previous 922
0.54%
Holding current value
$48,344
Previous $50,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.06 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$945 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$679 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$316 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$303 Million10.91% of portfolio