Golden State Equity Partners Spdr Portfolio Transaction History
Golden State Equity Partners
- $510 Million
- Q4 2024
A detailed history of Golden State Equity Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Golden State Equity Partners holds 6,044 shares of SPMD stock, worth $319,788. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,044
Previous 41
14641.46%
Holding current value
$319,788
Previous $2,000
16400.0%
% of portfolio
0.06%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio