Capital Advisors, Ltd. LLC Spdr Portfolio Transaction History
Capital Advisors, Ltd. LLC
- $793 Million
- Q4 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 5,100 shares of SPMD stock, worth $267,495. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$267,495
Previous $279,000
-0.0%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio