Harmony Asset Management LLC Spdr Portfolio Transaction History
Harmony Asset Management LLC
- $238 Billion
- Q1 2025
A detailed history of Harmony Asset Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Harmony Asset Management LLC holds 6,540 shares of SPMD stock, worth $358,522. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,540
Previous 7,005
6.64%
Holding current value
$358,522
Previous $383 Million
12.63%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio