Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 6,680 shares of SPMD stock, worth $345,756. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,680
Previous 6,544
2.08%
Holding current value
$345,756
Previous $318,000
11.95%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio