Investment Planning Advisors, Inc. Spdr Portfolio Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 69,907 shares of SPMD stock, worth $4.02 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
69,907
Previous 69,907
-0.0%
Holding current value
$4.02 Million
Previous $3.59 Billion
99.89%
% of portfolio
2.06%
Previous 1.83%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
633Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$935 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$711 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$337 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$334 Million7.99% of portfolio