Clear Investment Research, LLC Spdr Portfolio Transaction History
Clear Investment Research, LLC
- $76.6 Million
- Q3 2024
A detailed history of Clear Investment Research, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Clear Investment Research, LLC holds 16,509 shares of SPMD stock, worth $929,126. This represents 1.18% of its overall portfolio holdings.
Number of Shares
16,509
Previous 16,079
2.67%
Holding current value
$929,126
Previous $824,000
9.47%
% of portfolio
1.18%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio