Dfpg Investments, LLC Spdr Portfolio Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dfpg Investments, LLC holds 7,605 shares of SPMD stock, worth $428,009. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,605
Previous 8,171
6.93%
Holding current value
$428,009
Previous $357,000
3.64%
% of portfolio
0.03%
Previous 0.03%
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