Sharkey, Howes & Javer Spdr Portfolio Transaction History
Sharkey, Howes & Javer
- $691 Million
- Q3 2025
A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio stock. As of the latest transaction made, Sharkey, Howes & Javer holds 60,239 shares of SPMD stock, worth $3.4 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
60,239
Previous 71,315
15.53%
Holding current value
$3.4 Million
Previous $3.88 Million
11.17%
% of portfolio
0.5%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio