Wealth Management Resources, Inc. Spdr Portfolio Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 61,660 shares of SPMD stock, worth $3.41 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
61,660
Previous 63,491
2.88%
Holding current value
$3.41 Million
Previous $3.26 Million
3.5%
% of portfolio
1.35%
Previous 1.4%
Shares
12 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