Fortis Group Advisors, LLC Spdr Portfolio Transaction History
Fortis Group Advisors, LLC
- $551 Billion
- Q2 2025
A detailed history of Fortis Group Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 20 shares of SPMD stock, worth $1,096. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 20
-0.0%
Holding current value
$1,096
Previous $1.02 Million
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio