Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $337 Million
- Q3 2024
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 99,942 shares of SPMD stock, worth $5.43 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
99,942
Previous 139,749
28.48%
Holding current value
$5.43 Million
Previous $7.17 Million
23.78%
% of portfolio
1.62%
Previous 2.42%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
633Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$883 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$672 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$315 Million7.99% of portfolio