Financial Insights, Inc. Spdr Portfolio Transaction History
Financial Insights, Inc.
- $303 Million
- Q3 2024
A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Insights, Inc. holds 22,000 shares of SPMD stock, worth $1.21 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
22,000
Previous 47,034
53.23%
Holding current value
$1.21 Million
Previous $2.41 Million
50.17%
% of portfolio
0.4%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.04 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$955 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$674 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$317 Million10.91% of portfolio