Wealthcare Capital Management LLC Spdr Portfolio Transaction History
Wealthcare Capital Management LLC
- $962 Million
- Q1 2025
A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 28,405 shares of SPMD stock, worth $1.37 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
28,405
Previous 31,199
8.96%
Holding current value
$1.37 Million
Previous $1.71 Million
15.06%
% of portfolio
0.15%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio