Vista Private Wealth Partners. LLC Spdr Portfolio Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 3,853 shares of SPMD stock, worth $212,300. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,853
Previous 3,853
-0.0%
Holding current value
$212,300
Previous $197,000
6.6%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
631Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.04 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$896 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$681 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$323 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$320 Million7.99% of portfolio