Rfg Advisory, LLC Spdr Portfolio Transaction History
Rfg Advisory, LLC
- $2.86 Billion
- Q1 2024
A detailed history of Rfg Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rfg Advisory, LLC holds 1,555,072 shares of SPMD stock, worth $79.3 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
1,555,072
Previous 1,446,894
7.48%
Holding current value
$79.3 Million
Previous $70.5 Million
17.67%
% of portfolio
2.9%
Previous 2.79%
Shares
27 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.38 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$741 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$576 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio