Moneco Advisors, LLC Spdr Portfolio Transaction History
Moneco Advisors, LLC
- $938 Million
- Q1 2025
A detailed history of Moneco Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Moneco Advisors, LLC holds 24,393 shares of SPMD stock, worth $1.36 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
24,393
Previous 22,387
8.96%
Holding current value
$1.36 Million
Previous $1.22 Million
1.96%
% of portfolio
0.13%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding SPMD
# of Institutions
755Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio