Investmark Advisory Group LLC Spdr Portfolio Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Investmark Advisory Group LLC holds 9,034 shares of SPMD stock, worth $508,433. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,034
Previous 9,034
-0.0%
Holding current value
$508,433
Previous $463,000
6.48%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio