Captrust Financial Advisors Spdr Portfolio Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Captrust Financial Advisors holds 50,388 shares of SPMD stock, worth $2.75 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
50,388
Previous 55,017
8.41%
Holding current value
$2.75 Million
Previous $2.93 Million
11.93%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares 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$887 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$674 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