Financial Insights, Inc. Spdr Portfolio Transaction History
Financial Insights, Inc.
- $357 Million
- Q2 2024
A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Insights, Inc. holds 47,034 shares of SPMD stock, worth $2.57 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
47,034
Previous 42,156
11.57%
Holding current value
$2.57 Million
Previous $2.25 Million
7.3%
% of portfolio
0.68%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
618Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio