Harmony Asset Management LLC Spdr Portfolio Transaction History
Harmony Asset Management LLC
- $252 Billion
- Q4 2024
A detailed history of Harmony Asset Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Harmony Asset Management LLC holds 7,005 shares of SPMD stock, worth $357,535. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,005
Previous 6,945
0.86%
Holding current value
$357,535
Previous $380 Million
0.88%
% of portfolio
0.15%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
727Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio