Vision Point Advisory Group, LLC Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $432 Million
- Q2 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 15,596 shares of SPMD stock, worth $871,504. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,596Holding current value
$871,504% of portfolio
0.2%Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
757Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio