Moneta Group Investment Advisors LLC Spdr Portfolio Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 198,314 shares of SPMD stock, worth $10.8 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
198,314
Previous 186,333
6.43%
Holding current value
$10.8 Million
Previous $9.94 Million
2.35%
% of portfolio
0.16%
Previous 0.16%
Shares
29 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