Cascade Financial Partners, LLC Spdr Portfolio Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 182,042 shares of SPMD stock, worth $9.94 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
182,042
Previous 181,243
0.44%
Holding current value
$9.94 Million
Previous $9.22 Billion
1.33%
% of portfolio
1.23%
Previous 1.33%
Shares
2 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$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