Harmony Asset Management LLC Spdr Portfolio Transaction History
Harmony Asset Management LLC
- $238 Billion
- Q1 2025
A detailed history of Harmony Asset Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Harmony Asset Management LLC holds 6,540 shares of SPMD stock, worth $326,607. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,540
Previous 7,005
6.64%
Holding current value
$326,607
Previous $383 Million
12.63%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
731Shares Held
208MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$287 Million10.91% of portfolio