Sage View Advisory Group, LLC Spdr Portfolio Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,002 shares of SPMD stock, worth $367,254. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,002Holding current value
$367,254% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio