Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 16,452 shares of SPMD stock, worth $909,795. This represents 0.53% of its overall portfolio holdings.
Number of Shares
16,452
Previous 15,110
8.88%
Holding current value
$909,795
Previous $775 Million
16.06%
% of portfolio
0.53%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio