Colton Groome Financial Advisors, LLC Spdr Portfolio Transaction History
Colton Groome Financial Advisors, LLC
- $260 Million
- Q4 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 6,586 shares of SPMD stock, worth $372,965. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,586
Previous 7,222
8.81%
Holding current value
$372,965
Previous $394,000
8.63%
% of portfolio
0.14%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio