Retirement Financial Solutions, LLC Spdr Portfolio Transaction History
Retirement Financial Solutions, LLC
- $164 Billion
- Q3 2025
A detailed history of Retirement Financial Solutions, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 281,292 shares of SPMD stock, worth $16 Million. This represents 9.83% of its overall portfolio holdings.
Number of Shares
281,292Holding current value
$16 Million% of portfolio
9.83%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
802Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
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Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
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Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio