Retirement Planning CO Of New England, Inc. Spdr Portfolio Transaction History
Retirement Planning CO Of New England, Inc.
- $197 Million
- Q3 2024
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 14,762 shares of SPMD stock, worth $838,333. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,762
Previous 14,408
2.46%
Holding current value
$838,333
Previous $739,000
9.2%
% of portfolio
0.41%
Previous 0.41%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
659Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$982 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$693 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio