Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.5 Billion
- Q2 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 $169,388. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,184
Previous 3,184
-0.0%
Holding current value
$169,388
Previous $169,000
3.55%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.71 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$865 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$658 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$309 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$306 Million10.91% of portfolio