Cfs Investment Advisory Services, LLC Spdr Portfolio Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 17,998 shares of SPMD stock, worth $982,510. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,998
Previous 18,598
3.23%
Holding current value
$982,510
Previous $992,000
6.96%
% of portfolio
0.07%
Previous 0.17%
Shares
15 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