Shum Financial Group, Inc. Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q1 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Shum Financial Group, Inc. holds 47,649 shares of SPMD stock, worth $2.64 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
47,649
Previous 46,925
1.54%
Holding current value
$2.64 Million
Previous $2.57 Billion
4.97%
% of portfolio
2.11%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
783Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.6 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.06 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$702 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$368 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$319 Million10.91% of portfolio