Signature Estate & Investment Advisors LLC Spdr Portfolio Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 4,212 shares of SPMD stock, worth $239,831. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,212
Previous 4,212
-0.0%
Holding current value
$239,831
Previous $216,000
6.48%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
693Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$984 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$695 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$341 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio