Tallon Kerry Patrick Spdr Portfolio Transaction History
Tallon Kerry Patrick
- $104 Billion
- Q4 2024
A detailed history of Tallon Kerry Patrick transactions in Spdr Portfolio stock. As of the latest transaction made, Tallon Kerry Patrick holds 43,143 shares of SPMD stock, worth $2.37 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
43,143Holding current value
$2.37 Million% of portfolio
2.26%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
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Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
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Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio