Valmark Advisers, Inc. Spdr Portfolio Call Options Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
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Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio
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Cwm, LLC5.71MShares$291 Million1.3% of portfolio