Octavia Wealth Advisors, LLC Spdr Portfolio Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 111,240 shares of SPMD stock, worth $6.07 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
111,240
Previous 85,918
29.47%
Holding current value
$6.07 Million
Previous $4.58 Million
24.53%
% of portfolio
0.78%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 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