Advisor Os, LLC Spdr Portfolio Transaction History
Advisor Os, LLC
- $844 Million
- Q4 2024
A detailed history of Advisor Os, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Advisor Os, LLC holds 80,042 shares of SPMD stock, worth $3.97 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
80,042
Previous 74,650
7.22%
Holding current value
$3.97 Million
Previous $4.08 Million
7.25%
% of portfolio
0.52%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.82 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$890 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$640 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$316 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$285 Million10.91% of portfolio