Berkshire Asset Management LLC Spdr Portfolio Transaction History
Berkshire Asset Management LLC
- $1.89 Billion
- Q1 2024
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
584Shares Held
170MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.5 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$767 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$596 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$307 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio