My Personal Cfo, LLC Spdr Portfolio Transaction History
My Personal Cfo, LLC
- $175 Million
- Q2 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 $216,122. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,101
Previous 4,101
-0.0%
Holding current value
$216,122
Previous $218,000
3.67%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.68 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$857 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$651 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$306 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$303 Million10.91% of portfolio