Strategic Wealth Advisors Group, LLC Spdr Portfolio Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 149,612 shares of SPMD stock, worth $8.27 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
149,612
Previous 163,137
8.29%
Holding current value
$8.27 Million
Previous $6.64 Million
13.1%
% of portfolio
0.25%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio