Strategic Financial Concepts, LLC Spdr Portfolio Transaction History
Strategic Financial Concepts, LLC
- $415 Billion
- Q1 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 57,650 shares of SPMD stock, worth $2.93 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
57,650
Previous 66,653
13.51%
Holding current value
$2.93 Million
Previous $3.25 Billion
5.31%
% of portfolio
0.74%
Previous 1.93%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.36 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$737 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$573 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$295 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$292 Million10.91% of portfolio