Berkshire Asset Management LLC Spdr Portfolio Transaction History
Berkshire Asset Management LLC
- $2.08 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.3 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$959 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$702 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$353 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$342 Million4.98% of portfolio