Latitude Advisors, LLC Spdr Portfolio Transaction History
Latitude Advisors, LLC
- $144 Million
- Q1 2025
A detailed history of Latitude Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Latitude Advisors, LLC holds 5,590 shares of SPMD stock, worth $294,537. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,590
Previous 4,886
14.41%
Holding current value
$294,537
Previous $267,000
7.12%
% of portfolio
0.2%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio