Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History
Grey Fox Wealth Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 5,273 shares of SPMD stock, worth $288,063. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,273
Previous 5,263
0.19%
Holding current value
$288,063
Previous $281 Million
3.65%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio