Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History
Grey Fox Wealth Advisors, LLC
- $375 Billion
- Q1 2025
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 4,142 shares of SPMD stock, worth $218,241. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,142
Previous 4,138
0.1%
Holding current value
$218,241
Previous $226 Million
6.34%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio