Institutional shares held 169 Million
2K calls
0 puts
Total value of holdings $8.66B
$102K calls
$0 puts
# of Institutions 590


Latest Institutional Activity in SPMD

Top Purchases

Q1 2024
Betterment LLC Shares Held: 14.5M ($743M)
Q1 2024
Creative Planning Shares Held: 66.2M ($3.39B)
Q1 2024
Bank Of America Corp Shares Held: 1.46M ($74.9M)
Q1 2024
Hhm Wealth Advisors, LLC Shares Held: 480K ($24.5M)
Q1 2024
First National Trust CO Shares Held: 474K ($24.2M)

Top Sells

Q1 2024
Financial Gravity Asset Management, Inc. Shares Held: 247K ($12.6M)
Q1 2024
Syntegra Private Wealth Group, LLC Shares Held: 181K ($9.24M)
Q1 2024
Atlas Private Wealth Advisors Shares Held: 639K ($32.7M)
Q1 2024
Ae Wealth Management LLC Shares Held: 28.5K ($1.46M)
Q1 2024
First International Bank & Trust Shares Held: 199K ($10.2M)

About SPMD

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