J.W. Cole Advisors, Inc. Spdr Portfolio Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,867 shares of SPMD stock, worth $483,694. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,867
Previous 7,731
14.69%
Holding current value
$483,694
Previous $412,000
10.19%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$887 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$674 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio