Steward Partners Investment Advisory, LLC Spdr Portfolio Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,609 shares of SPMD stock, worth $87,658. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,609
Previous 1,530
5.16%
Holding current value
$87,658
Previous $81,000
1.23%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.8 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$886 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$673 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$316 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio