Sage Mountain Advisors LLC Spdr Portfolio Transaction History
Sage Mountain Advisors LLC
- $1.16 Billion
- Q3 2024
A detailed history of Sage Mountain Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 14,116 shares of SPMD stock, worth $802,918. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,116
Previous 14,116
-0.0%
Holding current value
$802,918
Previous $724,000
6.49%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio