Rothschild Investment LLC Spdr Portfolio Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
A detailed history of Rothschild Investment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rothschild Investment LLC holds 526 shares of SPMD stock, worth $30,828. This represents 0.0% of its overall portfolio holdings.
Number of Shares
526
Previous 576
8.68%
Holding current value
$30,828
Previous $29.6 Million
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.29 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.01 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$715 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$343 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$337 Million10.91% of portfolio