Financial Advisory Service, Inc. Spdr Portfolio Transaction History
Financial Advisory Service, Inc.
- $1.15 Billion
- Q1 2025
A detailed history of Financial Advisory Service, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 93 shares of SPMD stock, worth $4,644. This represents 0.0% of its overall portfolio holdings.
Number of Shares
93
Previous 82
13.41%
Holding current value
$4,644
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
729Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$654 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio