Paladin Advisory Group, LLC Spdr Portfolio Transaction History
Paladin Advisory Group, LLC
- $122 Million
- Q1 2025
A detailed history of Paladin Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 2,324 shares of SPMD stock, worth $129,865. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,324
Previous 2,511
7.45%
Holding current value
$129,865
Previous $137,000
13.87%
% of portfolio
0.1%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
757Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio