Cedar Brook Financial Partners, LLC Spdr Portfolio Transaction History
Cedar Brook Financial Partners, LLC
- $698 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
757Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio