Symphony Financial, Ltd. Co. Spdr Portfolio Transaction History
Symphony Financial, Ltd. Co.
- $546 Million
- Q2 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 172,445 shares of SPMD stock, worth $9.03 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
172,445
Previous 155,971
10.56%
Holding current value
$9.03 Million
Previous $8.32 Million
6.33%
% of portfolio
1.62%
Previous 1.94%
Shares
8 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