Financial Strategies Group, Inc. Spdr Portfolio Transaction History
Financial Strategies Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Financial Strategies Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 365,975 shares of SPMD stock, worth $18.7 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
365,975
Previous 395,856
7.55%
Holding current value
$18.7 Million
Previous $19.3 Million
1.22%
% of portfolio
5.22%
Previous 5.52%
Shares
17 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.38 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$741 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$576 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio