Glass Jacobson Investment Advisors LLC Spdr Portfolio Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 584 shares of SPMD stock, worth $29,807. This represents 0.01% of its overall portfolio holdings.
Number of Shares
584
Previous 584
-0.0%
Holding current value
$29,807
Previous $31.9 Million
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
729Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio