Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q3 2024
A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Spdr Portfolio stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,184 shares of SPMD stock, worth $183,016. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,184
Previous 3,184
-0.0%
Holding current value
$183,016
Previous $163,000
6.75%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
632Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$935 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$711 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$337 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$334 Million7.99% of portfolio