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 $34,531. This represents 0.01% of its overall portfolio holdings.
Number of Shares
583
Previous 582
0.17%
Holding current value
$34,531
Previous $29.9 Million
6.72%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.34 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.02 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$723 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$347 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$341 Million10.91% of portfolio