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
721Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio