Safe Harbor Fiduciary, LLC Spdr Portfolio Transaction History
Safe Harbor Fiduciary, LLC
- $98.1 Billion
- Q4 2024
A detailed history of Safe Harbor Fiduciary, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 165 shares of SPMD stock, worth $8,979. This represents 0.01% of its overall portfolio holdings.
Number of Shares
165
Previous 157
5.1%
Holding current value
$8,979
Previous $8.59 Million
5.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio