Financial Gravity Asset Management, Inc. Spdr Portfolio Transaction History
Financial Gravity Asset Management, Inc.
- $400 Billion
- Q2 2024
A detailed history of Financial Gravity Asset Management, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 253,315 shares of SPMD stock, worth $14.3 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
253,315
Previous 243,740
3.93%
Holding current value
$14.3 Million
Previous $11.9 Billion
8.98%
% of portfolio
3.23%
Previous 3.34%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.33 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$725 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio