Glass Jacobson Investment Advisors LLC Spdr Portfolio Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
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 $30,630. This represents 0.01% of its overall portfolio holdings.
Number of Shares
584
Previous 583
0.17%
Holding current value
$30,630
Previous $31.9 Million
0.15%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio