Zhang Financial LLC Spdr Portfolio Transaction History
Zhang Financial LLC
- $1.34 Billion
- Q1 2024
A detailed history of Zhang Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 50,205 shares of SPMD stock, worth $2.56 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
50,205
Previous 35,854
40.03%
Holding current value
$2.56 Million
Previous $1.75 Million
53.32%
% of portfolio
0.2%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.37 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$740 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$575 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio