New Perspectives, Inc Spdr Portfolio Transaction History
New Perspectives, Inc
- $186 Million
- Q4 2024
A detailed history of New Perspectives, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, New Perspectives, Inc holds 260,702 shares of SPMD stock, worth $14.8 Million. This represents 7.67% of its overall portfolio holdings.
Number of Shares
260,702
Previous 257,536
1.23%
Holding current value
$14.8 Million
Previous $14.1 Million
1.24%
% of portfolio
7.67%
Previous 7.53%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
678Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$980 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio