Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.9 Billion
- Q4 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 90 shares of SPMD stock, worth $4,720. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 3,184
97.17%
Holding current value
$4,720
Previous $174,000
97.7%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio