Symphony Financial, Ltd. Co. Spdr Portfolio Transaction History
Symphony Financial, Ltd. Co.
- $619 Million
- Q4 2024
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Portfolio stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 197,752 shares of SPMD stock, worth $11.2 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
197,752
Previous 185,850
6.4%
Holding current value
$11.2 Million
Previous $10.2 Million
6.43%
% of portfolio
1.75%
Previous 1.67%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
670Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio