Optimist Retirement Group LLC Spdr Portfolio Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 4,999 shares of SPMD stock, worth $283,693. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,999
Previous 4,995
0.08%
Holding current value
$283,693
Previous $266 Million
3.75%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$981 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$332 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio