Glass Jacobson Investment Advisors LLC Spdr Portfolio Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 583 shares of SPMD stock, worth $33,015. This represents 0.01% of its overall portfolio holdings.
Number of Shares
583
Previous 582
0.17%
Holding current value
$33,015
Previous $29.9 Million
6.72%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
670Shares 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$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$332 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio