Legacy Investment Solutions, LLC Spdr Portfolio Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 1,017 shares of SPMD stock, worth $57,226. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,017
Previous 151
573.51%
Holding current value
$57,226
Previous $8,000
587.5%
% of portfolio
0.05%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio