New Perspectives, Inc Spdr Portfolio Transaction History
New Perspectives, Inc
- $187 Million
- Q3 2024
A detailed history of New Perspectives, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, New Perspectives, Inc holds 257,536 shares of SPMD stock, worth $14.5 Million. This represents 7.53% of its overall portfolio holdings.
Number of Shares
257,536
Previous 249,050
3.41%
Holding current value
$14.5 Million
Previous $12.8 Million
10.22%
% of portfolio
7.53%
Previous 6.82%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio