Goal Vest Advisory LLC Spdr Portfolio Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$945 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$667 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio