Wr Wealth Planners, LLC Spdr Portfolio Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 715 shares of SPMD stock, worth $39,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
715
Previous 607
17.79%
Holding current value
$39,303
Previous $31,000
25.81%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.03 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$671 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio