Srs Capital Advisors, Inc. Spdr Portfolio Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 118 shares of SPMD stock, worth $6,177. This represents 0.0% of its overall portfolio holdings.
Number of Shares
118
Previous 164
28.05%
Holding current value
$6,177
Previous $8,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.65 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$851 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$647 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$304 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$301 Million10.91% of portfolio