Spectrum Planning & Advisory Services Inc. Spdr Portfolio Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 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 4,420 shares of SPMD stock, worth $250,304. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,420
Previous 4,556
2.99%
Holding current value
$250,304
Previous $249,000
3.21%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio