Comprehensive Money Management Services LLC Spdr Portfolio Transaction History
Comprehensive Money Management Services LLC
- $124 Billion
- Q1 2025
A detailed history of Comprehensive Money Management Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Comprehensive Money Management Services LLC holds 17,585 shares of SPMD stock, worth $847,597. This represents 0.73% of its overall portfolio holdings.
Number of Shares
17,585
Previous 17,704
0.67%
Holding current value
$847,597
Previous $968 Million
7.05%
% of portfolio
0.73%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio