Pathstone Holdings, LLC Spdr Portfolio Transaction History
Pathstone Holdings, LLC
- $22.2 Billion
- Q4 2024
A detailed history of Pathstone Holdings, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pathstone Holdings, LLC holds 165,106 shares of SPMD stock, worth $8.99 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
165,106
Previous 165,106
-0.0%
Holding current value
$8.99 Million
Previous $9.03 Million
0.02%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio