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 $3.84 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
69,907
Previous 69,907
-0.0%
Holding current value
$3.84 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$4.03 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$671 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio