Waller Financial Planning Group, Inc Spdr Portfolio Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 682,611 shares of SPMD stock, worth $36.1 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
682,611
Previous 684,107
0.22%
Holding current value
$36.1 Million
Previous $37.4 Million
0.2%
% of portfolio
9.41%
Previous 9.28%
Shares
25 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio