Ethos Financial Group, LLC Spdr Portfolio Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 2024
A detailed history of Ethos Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ethos Financial Group, LLC holds 14,361 shares of SPMD stock, worth $780,233. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,361
Previous 20,151
28.73%
Holding current value
$780,233
Previous $1.1 Million
28.7%
% of portfolio
0.12%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
718Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio