Pathstone Family Office, LLC Spdr Portfolio Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pathstone Family Office, LLC holds 151,000 shares of SPMD stock, worth $8.69 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
151,000Holding current value
$8.69 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.22 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$995 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$703 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$337 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio