Tpg Financial Advisors, LLC Spdr Portfolio Transaction History
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
A detailed history of Tpg Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 134,728 shares of SPMD stock, worth $6.87 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
134,728
Previous 133,523
0.9%
Holding current value
$6.87 Million
Previous $5.85 Million
12.26%
% of portfolio
3.48%
Previous 3.16%
Shares
25 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.38 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$741 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$576 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio