Cavalier Investments, LLC Spdr Portfolio Transaction History
Cavalier Investments, LLC
- $296 Million
- Q4 2024
A detailed history of Cavalier Investments, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cavalier Investments, LLC holds 47,240 shares of SPMD stock, worth $2.63 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
47,240
Previous 52,448
9.93%
Holding current value
$2.63 Million
Previous $2.87 Million
9.91%
% of portfolio
0.87%
Previous 0.9%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
712Shares Held
195MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$961 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$716 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$333 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$320 Million10.91% of portfolio