True North Advisors, LLC Spdr Portfolio Transaction History
True North Advisors, LLC
- $378 Million
- Q3 2024
A detailed history of True North Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, True North Advisors, LLC holds 3,992 shares of SPMD stock, worth $220,438. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,992
Previous 3,992
-0.0%
Holding current value
$220,438
Previous $204,000
6.86%
% of portfolio
0.06%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.04 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$955 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$674 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$317 Million10.91% of portfolio