Pinnacle Family Advisors, LLC Spdr Portfolio Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 34,410 shares of SPMD stock, worth $1.95 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
34,410Holding current value
$1.95 Million% of portfolio
1.1%Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
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Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio