Mc Clarren Financial Advisors, Inc. Spdr Portfolio Transaction History
Mc Clarren Financial Advisors, Inc.
- $143 Million
- Q2 2024
A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 205 shares of SPMD stock, worth $11,190. This represents 0.1% of its overall portfolio holdings.
Number of Shares
205
Previous 3,598
94.3%
Holding current value
$11,190
Previous $192,000
24.48%
% of portfolio
0.1%
Previous 0.14%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio