Vertex Planning Partners, LLC Spdr Portfolio Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 57,987 shares of SPMD stock, worth $2.96 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
57,987
Previous 58,942
1.62%
Holding current value
$2.96 Million
Previous $2.87 Billion
7.71%
% of portfolio
0.86%
Previous 0.85%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.38 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$742 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$576 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$297 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$294 Million10.91% of portfolio