Prw Wealth Management LLC Spdr Portfolio Transaction History
Prw Wealth Management LLC
- $263 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
634Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$883 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$672 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$315 Million7.99% of portfolio