Ballentine Partners, LLC Spdr Portfolio Transaction History
Ballentine Partners, LLC
- $5.81 Billion
- Q3 2024
A detailed history of Ballentine Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ballentine Partners, LLC holds 4,247 shares of SPMD stock, worth $241,569. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,247
Previous 4,247
-0.0%
Holding current value
$241,569
Previous $217,000
6.91%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio