Lockerman Financial Group, Inc. Spdr Portfolio Transaction History
Lockerman Financial Group, Inc.
- $61.7 Million
- Q1 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 8,056 shares of SPMD stock, worth $424,470. This represents 0.67% of its overall portfolio holdings.
Number of Shares
8,056
Previous 4,321
86.44%
Holding current value
$424,470
Previous $236,000
74.15%
% of portfolio
0.67%
Previous 0.42%
Shares
5 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