Global Financial Private Client, LLC Spdr Portfolio Transaction History
Global Financial Private Client, LLC
- $257 Billion
- Q3 2024
A detailed history of Global Financial Private Client, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Global Financial Private Client, LLC holds 10,333 shares of SPMD stock, worth $581,541. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,333
Previous 10,145
1.85%
Holding current value
$581,541
Previous $520 Million
8.56%
% of portfolio
0.22%
Previous 0.22%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio