Revolve Wealth Partners, LLC Spdr Portfolio Transaction History
Revolve Wealth Partners, LLC
- $660 Million
- Q1 2025
A detailed history of Revolve Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 10,680 shares of SPMD stock, worth $545,107. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,680
Previous 10,805
1.16%
Holding current value
$545,107
Previous $590,000
7.63%
% of portfolio
0.08%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
731Shares Held
206MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio