Strategic Financial Concepts, LLC Spdr Portfolio Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 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 460,239 shares of SPMD stock, worth $25.1 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
460,239
Previous 57,650
698.33%
Holding current value
$25.1 Million
Previous $3.08 Billion
8.59%
% of portfolio
1.64%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio