Pfg Private Wealth Management, LLC Spdr Portfolio Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 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 922 shares of SPMD stock, worth $52,295. This represents 0.03% of its overall portfolio holdings.
Number of Shares
922
Previous 914
0.88%
Holding current value
$52,295
Previous $46,000
8.7%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
680Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$980 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio