Kohmann Bosshard Financial Services, LLC Spdr Portfolio Transaction History
Kohmann Bosshard Financial Services, LLC
- $826 Million
- Q4 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 48,059 shares of SPMD stock, worth $2.49 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
48,059
Previous 49,374
2.66%
Holding current value
$2.49 Million
Previous $2.7 Million
2.63%
% of portfolio
0.32%
Previous 0.34%
Shares
23 transactions
Others Institutions Holding SPMD
# of Institutions
721Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.99 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$928 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$667 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$310 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$298 Million10.91% of portfolio