Retirement Planning CO Of New England, Inc. Spdr Portfolio Transaction History
Retirement Planning CO Of New England, Inc.
- $189 Million
- Q1 2025
A detailed history of Retirement Planning CO Of New England, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 15,606 shares of SPMD stock, worth $855,520. This represents 0.42% of its overall portfolio holdings.
Number of Shares
15,606
Previous 6,080
156.68%
Holding current value
$855,520
Previous $311,000
156.59%
% of portfolio
0.42%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio