Cascade Financial Partners, LLC Spdr Portfolio Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 193,238 shares of SPMD stock, worth $10.2 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
193,238
Previous 185,673
4.07%
Holding current value
$10.2 Million
Previous $10.2 Billion
3.41%
% of portfolio
1.38%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio