Phillips Financial Management, LLC Spdr Portfolio Put Options Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.37 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$740 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$575 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio