Sage View Advisory Group, LLC Spdr Portfolio Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
693Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$984 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$695 Million0.31% of portfolio
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Valmark Advisers, Inc.6MShares$341 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio