Winch Advisory Services, LLC Spdr Portfolio Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
A detailed history of Winch Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Winch Advisory Services, LLC holds 631 shares of SPMD stock, worth $34,275. This represents 0.01% of its overall portfolio holdings.
Number of Shares
631
Previous 629
0.32%
Holding current value
$34,275
Previous $34,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio