Aveo Capital Partners, LLC Spdr Portfolio Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
A detailed history of Aveo Capital Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 17,391 shares of SPMD stock, worth $904,332. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,391
Previous 18,609
6.55%
Holding current value
$904,332
Previous $1.02 Million
6.49%
% of portfolio
0.11%
Previous 0.11%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio