Envestnet Portfolio Solutions, Inc. Spdr Portfolio Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 335,142 shares of SPMD stock, worth $18.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
335,142
Previous 274,870
21.93%
Holding current value
$18.9 Million
Previous $14.1 Million
29.96%
% of portfolio
0.07%
Previous 0.05%
Shares
5 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