Shepherd Financial Partners LLC Spdr Portfolio Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 4,708 shares of SPMD stock, worth $240,437. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,708Holding current value
$240,437% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.38 Billion3.92% of portfolio
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Betterment LLC New York, NY14.5MShares$742 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$576 Million0.33% of portfolio
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Al Ti Global, Inc. New York, NY5.81MShares$297 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$294 Million10.91% of portfolio