Evernest Financial Advisors, LLC Spdr Portfolio Transaction History
Evernest Financial Advisors, LLC
- $275 Million
- Q2 2025
A detailed history of Evernest Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 17,846 shares of SPMD stock, worth $978,317. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,846Holding current value
$978,317% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
767Shares Held
220MCall 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