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 $416,906. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,605
Previous 8,171
6.93%
Holding current value
$416,906
Previous $357,000
3.64%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
771Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio