Bill Few Associates, Inc. Spdr Portfolio Transaction History
Bill Few Associates, Inc.
- $280 Million
- Q4 2024
A detailed history of Bill Few Associates, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Bill Few Associates, Inc. holds 58,980 shares of SPMD stock, worth $3.35 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
58,980
Previous 54,993
7.25%
Holding current value
$3.35 Million
Previous $3.01 Million
7.25%
% of portfolio
1.15%
Previous 1.08%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
659Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$982 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$693 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio