First Personal Financial Services Spdr Portfolio Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
750Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$372 Million5.11% of portfolio
-
Cwm, LLC6.58MShares$368 Million1.34% of portfolio