Sharkey, Howes & Javer Spdr Portfolio Transaction History
Sharkey, Howes & Javer
- $654 Million
- Q1 2025
A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio stock. As of the latest transaction made, Sharkey, Howes & Javer holds 62,658 shares of SPMD stock, worth $3.3 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
62,658
Previous 61,656
1.63%
Holding current value
$3.3 Million
Previous $3.37 Million
4.89%
% of portfolio
0.49%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio