Brio Consultants, LLC Spdr Portfolio Transaction History
Brio Consultants, LLC
- $605 Million
- Q2 2024
A detailed history of Brio Consultants, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Brio Consultants, LLC holds 53,933 shares of SPMD stock, worth $2.95 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
53,933
Previous 54,643
1.3%
Holding current value
$2.95 Million
Previous $2.91 Million
5.08%
% of portfolio
0.46%
Previous 0.49%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
618Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio