My Personal Cfo, LLC Spdr Portfolio Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
A detailed history of My Personal Cfo, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, My Personal Cfo, LLC holds 4,101 shares of SPMD stock, worth $232,608. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,101
Previous 4,101
-0.0%
Holding current value
$232,608
Previous $224,000
-0.0%
% of portfolio
0.12%
Previous 0.13%
Shares
4 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
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio