Woodmont Investment Counsel LLC Spdr Portfolio Transaction History
Woodmont Investment Counsel LLC
- $1.32 Billion
- Q3 2024
A detailed history of Woodmont Investment Counsel LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 6,581 shares of SPMD stock, worth $377,551. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,581
Previous 7,700
14.53%
Holding current value
$377,551
Previous $395,000
9.11%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
662Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.2 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$992 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$700 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$336 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$330 Million10.91% of portfolio