Goldstein Advisors, LLC Spdr Portfolio Transaction History
Goldstein Advisors, LLC
- $658 Billion
- Q3 2024
A detailed history of Goldstein Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Goldstein Advisors, LLC holds 18,373 shares of SPMD stock, worth $1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,373
Previous 8,462
117.12%
Holding current value
$1 Million
Previous $434 Million
131.43%
% of portfolio
0.15%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$945 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$667 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio