Shum Financial Group, Inc. Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $120 Billion
- Q3 2024
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Shum Financial Group, Inc. holds 46,482 shares of SPMD stock, worth $2.67 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
46,482Holding current value
$2.67 Million% of portfolio
2.23%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
651Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$992 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$700 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$336 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$330 Million10.91% of portfolio