Shum Financial Group, Inc. Spdr Portfolio Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q4 2024
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Shum Financial Group, Inc. holds 46,925 shares of SPMD stock, worth $2.67 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
46,925
Previous 46,482
0.95%
Holding current value
$2.67 Million
Previous $2.68 Billion
4.21%
% of portfolio
2.22%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
665Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio