Westover Capital Advisors, LLC Spdr Portfolio Transaction History
Westover Capital Advisors, LLC
- $445 Million
- Q4 2024
A detailed history of Westover Capital Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 9,211 shares of SPMD stock, worth $524,474. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,211
Previous 9,211
-0.0%
Holding current value
$524,474
Previous $503,000
-0.0%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
693Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$984 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$695 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$341 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio