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

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 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

655

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.02 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$950 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$670 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$322 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$316 Million
10.91% of portfolio

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