Wrapmanager Inc Spdr Portfolio Transaction History
Wrapmanager Inc
- $382 Million
- Q3 2024
A detailed history of Wrapmanager Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wrapmanager Inc holds 174,483 shares of SPMD stock, worth $9.65 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
174,483
Previous 134,637
29.6%
Holding current value
$9.65 Million
Previous $6.91 Million
38.14%
% of portfolio
2.5%
Previous 1.93%
Shares
27 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