Cape Investment Advisory, Inc. Spdr Portfolio Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 90 shares of SPMD stock, worth $5,067. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$5,067
Previous $4.92 Million
0.02%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.33 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$725 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio