Orba Wealth Advisors, L.L.C. Spdr Portfolio Transaction History
Orba Wealth Advisors, L.L.C.
- $193 Billion
- Q2 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Spdr Portfolio stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 61,653 shares of SPMD stock, worth $3.37 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
61,653
Previous 60,426
2.03%
Holding current value
$3.37 Million
Previous $3.22 Billion
1.87%
% of portfolio
1.64%
Previous 1.78%
Shares
3 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