Patriot Investment Management Inc. Spdr Portfolio Transaction History
Patriot Investment Management Inc.
- $1.36 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio