Advisor Os, LLC Spdr Portfolio Transaction History
Advisor Os, LLC
- $968 Million
- Q3 2024
A detailed history of Advisor Os, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Advisor Os, LLC holds 74,650 shares of SPMD stock, worth $4.13 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
74,650
Previous 64,778
15.24%
Holding current value
$4.13 Million
Previous $3.32 Million
22.81%
% of portfolio
0.42%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio