Spectrum Planning & Advisory Services Inc. Spdr Portfolio Transaction History
Spectrum Planning & Advisory Services Inc.
- $101 Million
- Q3 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 4,556 shares of SPMD stock, worth $259,145. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,556Holding current value
$259,145% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall 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