Tallon Kerry Patrick Spdr Portfolio Transaction History
Tallon Kerry Patrick
- $104 Billion
- Q4 2024
A detailed history of Tallon Kerry Patrick transactions in Spdr Portfolio stock. As of the latest transaction made, Tallon Kerry Patrick holds 43,143 shares of SPMD stock, worth $2.45 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
43,143Holding current value
$2.45 Million% of portfolio
2.26%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
678Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$980 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
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Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio