Cascade Financial Partners, LLC Spdr Portfolio Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 185,673 shares of SPMD stock, worth $10.1 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
185,673
Previous 182,042
1.99%
Holding current value
$10.1 Million
Previous $9.34 Billion
9.43%
% of portfolio
1.28%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
627Shares Held
184MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$887 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$674 Million0.32% of portfolio
-
Valmark Advisers, Inc.5.86MShares$320 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio