Cannon Financial Strategists, Inc. Spdr Portfolio Transaction History
Cannon Financial Strategists, Inc.
- $583 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.87 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$900 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$647 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$289 Million10.91% of portfolio