Roman Butler Fullerton & CO Spdr Portfolio Transaction History
Roman Butler Fullerton & CO
- $342 Million
- Q4 2024
A detailed history of Roman Butler Fullerton & CO transactions in Spdr Portfolio stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 4,562 shares of SPMD stock, worth $258,346. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,562
Previous 5,053
9.72%
Holding current value
$258,346
Previous $276,000
9.78%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio