Aveo Capital Partners, LLC Spdr Portfolio Transaction History
Aveo Capital Partners, LLC
- $844 Million
- Q2 2024
A detailed history of Aveo Capital Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 17,966 shares of SPMD stock, worth $980,763. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,966
Previous 18,208
1.33%
Holding current value
$980,763
Previous $971,000
5.15%
% of portfolio
0.11%
Previous 0.11%
Shares
16 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