Ballentine Partners, LLC Spdr Portfolio Transaction History
Ballentine Partners, LLC
- $5.81 Billion
- Q4 2024
A detailed history of Ballentine Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ballentine Partners, LLC holds 4,247 shares of SPMD stock, worth $231,164. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,247
Previous 4,247
-0.0%
Holding current value
$231,164
Previous $232,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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