Grey Fox Wealth Advisors, LLC Spdr Portfolio Transaction History
Grey Fox Wealth Advisors, LLC
- $266 Billion
- Q1 2024
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 5,263 shares of SPMD stock, worth $268,255. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,263
Previous 5,256
0.13%
Holding current value
$268,255
Previous $256 Million
9.64%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.37 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$740 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$575 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio