Financial Insights, Inc. Spdr Portfolio Transaction History
Financial Insights, Inc.
- $255 Million
- Q4 2024
A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Insights, Inc. holds 3,720 shares of SPMD stock, worth $192,547. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,720
Previous 22,000
83.09%
Holding current value
$192,547
Previous $1.2 Million
83.11%
% of portfolio
0.08%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio