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 $387,574. This represents 0.67% of its overall portfolio holdings.
Number of Shares
8,056
Previous 4,321
86.44%
Holding current value
$387,574
Previous $236,000
74.15%
% of portfolio
0.67%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
733Shares Held
206MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.7 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$863 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$620 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$288 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio