Sharkey, Howes & Javer Spdr Portfolio Transaction History
Sharkey, Howes & Javer
- $678 Million
- Q2 2025
A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio stock. As of the latest transaction made, Sharkey, Howes & Javer holds 71,315 shares of SPMD stock, worth $3.99 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
71,315
Previous 62,658
13.82%
Holding current value
$3.99 Million
Previous $3.21 Million
20.96%
% of portfolio
0.57%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
755Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio