Win Advisors, Inc Spdr Portfolio Transaction History
Win Advisors, Inc
- $201 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.96 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$922 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$662 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$308 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$296 Million10.91% of portfolio