Merit Financial Group, LLC Spdr Portfolio Transaction History
Merit Financial Group, LLC
- $4.59 Billion
- Q3 2024
A detailed history of Merit Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Merit Financial Group, LLC holds 82,854 shares of SPMD stock, worth $4.76 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
82,854
Previous 98,118
15.56%
Holding current value
$4.76 Million
Previous $5.03 Million
9.99%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
651Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$992 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$700 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$336 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$330 Million10.91% of portfolio