Advisor Os, LLC Spdr Portfolio Transaction History
Advisor Os, LLC
- $878 Million
- Q1 2025
A detailed history of Advisor Os, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Advisor Os, LLC holds 118,486 shares of SPMD stock, worth $6.24 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
118,486
Previous 80,042
48.03%
Holding current value
$6.24 Million
Previous $4.38 Million
38.54%
% of portfolio
0.69%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio