Walkner Condon Financial Advisors LLC Spdr Portfolio Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 108,183 shares of SPMD stock, worth $5.48 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
108,183
Previous 103,368
4.66%
Holding current value
$5.48 Million
Previous $5.04 Million
14.58%
% of portfolio
1.24%
Previous 1.15%
Shares
17 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.35 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$735 Million2.08% of portfolio
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Lpl Financial LLC Fort Mill, SC11.3MShares$571 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$294 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$291 Million10.91% of portfolio