Avantax Planning Partners, Inc. Spdr Portfolio Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,798 shares of SPMD stock, worth $753,232. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,798
Previous 13,871
0.53%
Holding current value
$753,232
Previous $739,000
4.33%
% of portfolio
0.02%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio