Cavalier Investments, LLC Spdr Portfolio Transaction History
Cavalier Investments, LLC
- $296 Million
- Q4 2024
A detailed history of Cavalier Investments, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cavalier Investments, LLC holds 47,240 shares of SPMD stock, worth $2.57 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
47,240
Previous 52,448
9.93%
Holding current value
$2.57 Million
Previous $2.87 Million
9.91%
% of portfolio
0.87%
Previous 0.9%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio