Tilia Fiduciary Partners, Inc. Spdr Portfolio Transaction History
Tilia Fiduciary Partners, Inc.
- $142 Million
- Q3 2024
A detailed history of Tilia Fiduciary Partners, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 19,976 shares of SPMD stock, worth $1.14 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
19,976
Previous 20,359
1.88%
Holding current value
$1.14 Million
Previous $1.04 Million
4.6%
% of portfolio
0.77%
Previous 0.83%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio