Roman Butler Fullerton & CO Spdr Portfolio Transaction History
Roman Butler Fullerton & CO
- $318 Million
- Q2 2025
A detailed history of Roman Butler Fullerton & CO transactions in Spdr Portfolio stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 5,155 shares of SPMD stock, worth $282,597. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,155
Previous 4,672
10.34%
Holding current value
$282,597
Previous $239,000
17.15%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
771Shares 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, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio