Merit Financial Group, LLC Spdr Portfolio Transaction History
Merit Financial Group, LLC
- $5.49 Billion
- Q4 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 80,836 shares of SPMD stock, worth $4.28 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
80,836
Previous 82,854
2.44%
Holding current value
$4.28 Million
Previous $4.53 Million
2.43%
% of portfolio
0.08%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio