Southeast Asset Advisors Inc. Spdr Portfolio Transaction History
Southeast Asset Advisors Inc.
- $897 Million
- Q3 2024
A detailed history of Southeast Asset Advisors Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 22,950 shares of SPMD stock, worth $1.29 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
22,950
Previous 22,950
-0.0%
Holding current value
$1.29 Million
Previous $1.18 Million
6.54%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.13 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$975 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$688 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio