Stegent Equity Advisors, Inc. Spdr Portfolio Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 15,862 shares of SPMD stock, worth $898,265. This represents 1.12% of its overall portfolio holdings.
Number of Shares
15,862
Previous 16,370
3.1%
Holding current value
$898,265
Previous $839,000
3.34%
% of portfolio
1.12%
Previous 1.02%
Shares
6 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