Strategic Financial Concepts, LLC Spdr Portfolio Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 8,412 shares of SPMD stock, worth $486,045. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,412
Previous 460,239
98.17%
Holding current value
$486,045
Previous $2.81 Billion
83.64%
% of portfolio
0.15%
Previous 1.64%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
634Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.23 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$939 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$705 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$339 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$335 Million7.99% of portfolio