Bill Few Associates, Inc. Spdr Portfolio Transaction History
Bill Few Associates, Inc.
- $279 Million
- Q3 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 54,993 shares of SPMD stock, worth $3.01 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
54,993
Previous 50,511
8.87%
Holding current value
$3.01 Million
Previous $2.59 Million
16.06%
% of portfolio
1.08%
Previous 1.01%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$945 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$667 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio