Spire Wealth Management Spdr Portfolio Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 2,075 shares of SPMD stock, worth $116,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,075
Previous 2,075
-0.0%
Holding current value
$116,635
Previous $113,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
696Shares Held
191MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio