Mount Yale Investment Advisors, LLC Spdr Portfolio Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,892 shares of SPMD stock, worth $220,754. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,892Holding current value
$220,754% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
678Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$980 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
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Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio