Valmark Advisers, Inc. Spdr Portfolio Call Options Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio
-
Al Ti Global, Inc. New York, NY5.34MShares$301 Million7.16% of portfolio