Berkshire Asset Management LLC Spdr Portfolio Transaction History
Berkshire Asset Management LLC
- $2.09 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
670Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$332 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio