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 $4.1 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
69,907
Previous 69,907
-0.0%
Holding current value
$4.1 Million
Previous $3.59 Billion
99.89%
% of portfolio
2.06%
Previous 1.83%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.29 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.01 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$715 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$343 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$337 Million10.91% of portfolio