Retirement Planning CO Of New England, Inc. Spdr Portfolio Transaction History
Retirement Planning CO Of New England, Inc.
- $199 Million
- Q4 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 15,415 shares of SPMD stock, worth $786,781. This represents 0.42% of its overall portfolio holdings.
Number of Shares
15,415
Previous 14,762
4.42%
Holding current value
$786,781
Previous $807,000
4.46%
% of portfolio
0.42%
Previous 0.41%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
727Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio