Wealth Shield Partners, LLC Spdr Portfolio Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,230 shares of SPMD stock, worth $69,138. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,230
Previous 1,225
0.41%
Holding current value
$69,138
Previous $66,000
1.52%
% of portfolio
0.01%
Previous 0.01%
Shares
23 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