Strategic Family Wealth Counselors, L.L.C. Spdr Portfolio Transaction History

Strategic Family Wealth Counselors, L.L.C.

$260 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 17, 2019	SELL	N/A	-6,207 Closed	0 $0
Q1 2019 Apr 26, 2019	BUY	N/A	6,207 New	6,207 $207,000

Others Institutions Holding SPMD

# of Institutions

618

Shares Held

178M

Call Options Held

100

Put Options Held

300

Creative Planning Overland Park, KS

69.8M
Shares

$3.79 Billion
3.83% of portfolio
Betterment LLC New York, NY

16.3M
Shares

$882 Million
2.16% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$671 Million
0.32% of portfolio
Al Ti Global, Inc. New York, NY

5.8M
Shares

$315 Million
7.99% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$312 Million
10.91% of portfolio

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