Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $297 Million
- Q2 2024
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 139,749 shares of SPMD stock, worth $7.32 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
139,749
Previous 122,705
13.89%
Holding current value
$7.32 Million
Previous $6.55 Million
9.53%
% of portfolio
2.42%
Previous 2.27%
Shares
4 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