Advisor Os, LLC Spdr Portfolio Transaction History
Advisor Os, LLC
- $844 Million
- Q4 2024
A detailed history of Advisor Os, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Advisor Os, LLC holds 80,042 shares of SPMD stock, worth $4.36 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
80,042
Previous 74,650
7.22%
Holding current value
$4.36 Million
Previous $4.08 Million
7.25%
% of portfolio
0.52%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio